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ADV BROCHURE SUPPLEMENT 2B - LUKE BERRY
Truehaven Capital (CRD 332005), brochure dated August 12, 2026. Text extracted from the firm's SEC Form ADV Part 2 brochure.
View firm on SEC ↗ · Current Form ADV (PDF) ↗
TrueHaven Capital, LLC
ITEM 1
Form ADV Part 2B
Firm Brochure
Supplement
August 12, 2026
Jonathan Luke Berry
CRD#6811449
Richardson, TX
210-454-2587
lberry@truehaven.net
This Brochure Supplement provides
information for Jonathan Luke
Berry that supplements the
TrueHaven Capital, LLC brochure.
You should have received a copy of
that brochure. Please contact us at
210-260-8668 or
lberry@truehaven.net you did not
receive TrueHaven Capital, LLC’s
Brochure or if you have any
questions about the contents of
this supplement.
Additional information about
Jonathan Luke Berry is also
available on the SEC’s website at
www.adviserinfo.sec.gov.
TrueHaven Capital, LLC
IARD#332005
1201 Liberty Pike
Suite 229 #1013
Franklin, TN 37067
www.truehaven.net
company|w
Educational Background and Business Experience
ITEM 2
Jonathan Luke Berry, born in 1998 graduated from Baylor University in May 2020 with a Bachelors of
Business Administration in Finance. Luke Berry’s employment information is listed below.
May 2025 - Present
TrueHaven Capital
Wealth Adviser
Jul 2024 – May 2025
TrueHaven Capital
Director of Research
Oct 2020 - June 2024
Accenture
Strategy Consultant
May 2019 - Aug 2019
USAA
Internal Audit Associate
Disciplinary Information
ITEM 3
Luke Berry has not been and or is presently not involved in any disciplinary, legal, or regulatory events
that would be material to a client's evaluation of him or of TrueHaven.
Other Business Activities
ITEM 4
Mr. Berry is a Co-Founder, Member, and Manager of Citizen Scorecard, located in Coppell, Texas, a
position he has held since March 2026. Citizen Scorecard is not an investment-related business. His
responsibilities include software development, marketing, and sales. Mr. Berry is compensated solely in
the form of equity in the company and devotes approximately 10 hours per month to this activity, none
of which occur during securities trading hours.
Additional Compensation
ITEM 5
Luke Berry does not receive any additional compensation.
Supervision
ITEM 6
Micah Wakefield, Chief Compliance Officer of TrueHaven Capital, is responsible for supervising the
investment advisory activities of the investment adviser representatives. Micah Wakefield monitors and
reviews all forms of written communications that the investment adviser representatives provide to
clients. Micah Wakefield can be contacted via telephone at 210-260-8668 and via email at
mwakefield@truehaven.net.
Requirements for State-Registered Advisers
ITEM 7
A. Luke Berry has not been involved in an award or found liable in any arbitration claim or in any civil,
self-regulatory organization or administrative proceedings.
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B. Luke Berry has not been the subject of a bankruptcy petition.
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