WESCAP GROUP

Legal name: WESCAP MANAGEMENT GROUP, INC.

CRD 104759File 801-32095

APPROVED

Retail clients

Custody

Filing as of Mar 9, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.09B

Above cohort median (national)

Discretionary AUM

$901.0M

Non-discretionary $187.0M

Clients

331

1,242 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: May 20, 1988
Principal office: 330 N. BRAND BLVD, SUITE 850, GLENDALE, CA, 91203
Phone: 818-563-5170
Website: https://www.linkedin.com/company/wescap-group

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.09B
Discretionary AUM: $901.0M
Non-discretionary AUM: $187.0M
Discretionary accounts: 1,106
Non-discretionary accounts: 136
Total accounts: 1,242
AUM per client: $3.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$12.0M
High net worth individuals	205	$1.01B
Pooled investment vehicles	8	$8.0M
Individuals (other than high net worth individuals)	116	$54.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: Yes
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.