Overview
- Headquarters
- Franklin, TN
- Total Firm Assets
- $62 million
- Average High-Net-Worth Client Portfolio Size
- $5.2 million
- Stated Minimum Account Size
- $250,000
Fee Disclosure
Source: TRUEHAVEN CAPITAL FORM ADV PART 2A (2026-08-12)
· View brochure text
Latest filing: ADV BROCHURE SUPPLEMENT 2B - LUKE BERRY (2026-08-12)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.25% |
| $1,000,001 | $5,000,000 | 1.00% |
| $5,000,001 | $10,000,000 | 0.90% |
| $10,000,001 | $15,000,000 | 0.80% |
| $15,000,001 | $20,000,000 | 0.70% |
| $20,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $52,500 | 1.05% |
| $10 million | $97,500 | 0.98% |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 83.07%
- Number of High-Net-Worth Clients
- 10
- Total Client Accounts
- 89
- Discretionary Accounts
- 71
- Non-Discretionary Accounts
- 18
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 332005
- ADV BROCHURE SUPPLEMENT 2B - LUKE BERRY (2026-08-12) · View brochure text
- TRUEHAVEN CAPITAL FORM ADV PART 2A (2026-08-12) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗