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Micah John Wakefield

Truehaven Capital

Franklin, TN

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Current Employers
Truehaven Capital

1201 Liberty Pike Suite 229 #1013, Franklin, TN 37067 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-06-09
PR RA APPROVED 2024-11-08
TX RA APPROVED 2024-07-19
  • TN RA
    APPROVED
    Since 2025-06-09
  • PR RA
    APPROVED
    Since 2024-11-08
  • TX RA
    APPROVED
    Since 2024-07-19

Branch Locations

1201 Liberty Pike Suite 229 #1013, Franklin, TN 37067 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2014 → 03/2022
    Swan Wealth Advisors, Inc
    Durango, CO
  • 04/2022 → 12/2023
    Truehaven Consulting Llc
    Humacao, PR
  • 04/2022 → 08/2024
    Brs Financial Llc
    Humacao, PR
  • 06/2024 → 05/2025
    Bradenton, FL
  • 03/2024 → 05/2025
    Truehaven Spv Llc - Series 2
    Bradenton, FL
  • 11/2023 → 05/2025
    Truehaven Spv Llc - Series 1
    Bradenton, FL
  • 05/2023 → 05/2025
    Allocations Funds Llc - Series 31
    Bradenton, FL
  • 05/2025 → Present
    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
  • 10/2022 → 11/2023
    Allocations Funds Llc - Series 11
    Humacao, PR
Previous Registrations
  • 2022-04-22 → 2024-09-13
    Brs Financial Llc
    Humacao, PR
    Little Rock, AR
  • 2014-08-26 → 2022-04-01
    Durango, CO
  • 2012-08-10 → 2014-08-08
    Cetera Wealth Services, Llc
    San Antonio, TX
Other Businesses

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.

Exams
CodeExamDate
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
  • 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
Other Names
  • Micah Wakefield

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