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WESCAP GROUP
Legal name: WESCAP MANAGEMENT GROUP, INC.
CRD 104759File 801-32095
APPROVED
Retail clients
Custody
Filing as of Sep 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.09B
Above cohort median (national)
Discretionary AUM
$901.0M
Non-discretionary $187.0M
Clients
331
1,242 accounts
Employees
13
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
- HTTP://WESCAPGROUP.COM
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 329 | 331 | increased by2 |
| Apr 1, 2026 | AUM | $985,000,000 | $1,088,000,000 | increased by$103,000,000 |
| Apr 1, 2026 | Accounts | 1,225 | 1,242 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 320 | 329 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $913,500,000 | $985,000,000 | increased by$71,500,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,185 | 1,225 | increased by40 |
| Apr 1, 2022 | Employees | 15 | 13 | decreased by2 |
| Apr 1, 2022 | Clients | 319 | 320 | increased by1 |
| Apr 1, 2022 | AUM | $801,900,000 | $913,500,000 | increased by$111,600,000 |
| Apr 1, 2022 | Accounts | 327 | 1,185 | increased by858 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WESCAP GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WESCAP GROUP” may also match similarly-named firms). Confirm identity against each filing.
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.