Tencap Wealth Coaching
Firm details
- Headquarters
- South Jordan, Utah
- CRD number
- 166130
- Registered since
- June 10, 2024
- Website
- www.tencap.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI48.69%
- Individuals47.77%
- Corporations / Businesses1.81%
- Pension & Profit Sharing Plans1.73%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Tencap Wealth Coaching is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2024. The firm acts as a capital allocator and offers advisory services to individuals, families and institutional clients. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. Fee arrangements mix percentage-of-AUM billing with hourly charges and other fee types. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents5%
Contacts
3 of 8
Raymond German
AttorneyCRD 6442706
Nicholas Carrigan
Executive Vice President, Wealth AdvisorCRD 7244444
Dalton Forsythe
Wealth AdvisorCRD 6784701
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$311M in ETFs
<1%
$311K
74%
$310M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US VECTOR EQUITY ETF (DXUV) | Dimensional | $80.4M | 1,208,060 | 25.87% |
Location
South Jordan, UT
Salt Lake
Location
South Jordan, UT
Headquartered in South Jordan, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 1314 W 11400 S
- Time zone
- MT (UTC-7)
- Office locations
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