Overview
Assets Under Management: $126 million
Headquarters: LADERA RANCH, CA
High-Net-Worth Clients: 60
Average Client Assets: $2.0 million
Frequently Asked Questions
THIELEN CAPITAL CORPORATION 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 #169139), THIELEN CAPITAL CORPORATION is subject to fiduciary duty under federal law.
THIELEN CAPITAL CORPORATION is headquartered in LADERA RANCH, CA.
THIELEN CAPITAL CORPORATION serves 60 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, THIELEN CAPITAL CORPORATION offers portfolio management for individuals and pension consulting services. View all service details ↓
THIELEN CAPITAL CORPORATION manages $126 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, THIELEN CAPITAL CORPORATION serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.84%
Average Client Assets: $2.0 million
Total Client Accounts: 228
Discretionary Accounts: 228
Regulatory Filings
CRD Number: 169139
Filing ID: 2068357
Last Filing Date: 2026-03-24 11:23:57