Overview
Assets Under Management: $285 million
Headquarters: SOUTH JORDAN, UT
High-Net-Worth Clients: 55
Average Client Assets: $3 million
Frequently Asked Questions
TENCAP WEALTH COACHING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #166130), TENCAP WEALTH COACHING is subject to fiduciary duty under federal law.
TENCAP WEALTH COACHING is headquartered in SOUTH JORDAN, UT.
TENCAP WEALTH COACHING serves 55 high-net-worth clients according to their SEC filing dated February 25, 2026. View client details ↓
According to their SEC Form ADV, TENCAP WEALTH COACHING offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
TENCAP WEALTH COACHING manages $285 million in client assets according to their SEC filing dated February 25, 2026.
According to their SEC Form ADV, TENCAP WEALTH COACHING serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.69
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,087
Discretionary Accounts: 2,087
Regulatory Filings
CRD Number: 166130
Filing ID: 2058418
Last Filing Date: 2026-02-25 10:36:12