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TENCAP WEALTH COACHING
Legal name: TENCAP WEALTH COACHING, LLC
CRD 166130File 801-130427
APPROVED
Retail clients
Disclosure events
Filing as of Mar 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$285.0M
Below cohort median (national)
Discretionary AUM
$285.0M
Clients
753
2,087 accounts
Employees
7
Below cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jun 10, 2024
- Principal office
- 1314 WEST 11400 SOUTH, SUITE 201, SOUTH JORDAN, UT, 84095
- Phone
- (801) 221-2956
- Website
- HTTP://WWW.TENCAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $285.0M
- Discretionary AUM
- $285.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,087
- Non-discretionary accounts
- 0
- Total accounts
- 2,087
- AUM per client
- $379K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $5.2M |
| Charitable organizations | Fewer than 5 | $82 |
| High net worth individuals | 55 | $138.8M |
| Pension and profit sharing plans | 13 | $4.9M |
| Individuals (other than high net worth individuals) | 681 | $136.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — CO-ADVISOR FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D1
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 15 | 7 | decreased by8 |
| Mar 1, 2026 | Custody | Yes | No | |
| Mar 1, 2026 | Clients | 441 | 753 | increased by312 |
| Mar 1, 2026 | AUM | $117,197,434 | $285,025,351 | increased by$167,827,917 |
| Mar 1, 2026 | Accounts | 1,025 | 2,087 | increased by1,062 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 499 | 441 | decreased by58 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TENCAP WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TENCAP WEALTH” 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.