Best Investors
Account
Sign in
1201 Liberty Pike Suite 229 #1013, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-06-09 |
| PR | RA | APPROVED | 2024-11-08 |
| TX | RA | APPROVED | 2024-07-19 |
Branch Locations
1201 Liberty Pike Suite 229 #1013, Franklin, TN 37067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Swan Wealth Advisors, Inc | Durango | CO | 08/2014 | 03/2022 |
| Truehaven Consulting Llc | Humacao | PR | 04/2022 | 12/2023 |
| Brs Financial Llc | Humacao | PR | 04/2022 | 08/2024 |
| Truehaven Capital | Bradenton | FL | 06/2024 | 05/2025 |
| Truehaven Spv Llc - Series 2 | Bradenton | FL | 03/2024 | 05/2025 |
| Truehaven Spv Llc - Series 1 | Bradenton | FL | 11/2023 | 05/2025 |
| Allocations Funds Llc - Series 31 | Bradenton | FL | 05/2023 | 05/2025 |
| Truehaven Capital | Franklin | TN | 05/2025 | Present |
| Truehaven Spv Llc - Series 2 | Franklin | TN | 05/2025 | Present |
| Truehaven Spv Llc - Series 1 | Franklin | TN | 05/2025 | Present |
| Allocations Funds Llc - Series 31 | Franklin | TN | 05/2025 | Present |
| Allocations Funds Llc - Series 11 | Humacao | PR | 10/2022 | 11/2023 |
1) TrueHaven Capital LLC dba TrueHaven Consulting LLC; since 4/2024; owner/manager; family office services; 90% of time (TrueHaven Capital LLC was established 4/2022). 2) Micah Wakefield is the Managing Member of several SPV's: TrueHaven SPV LLC Series2, since 3/2024; TrueHaven SPV LLC Series 1, since 11/2023; Allocations Funds LLC Series 31, since 5/2023. This is investment related. He spends 10% of his time on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-25 |
| S66 | Uniform Combined State Law Examination | 2012-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-25 |
Reach out to this advisor