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 an LLC and SEC-registered in 2024. The firm identifies as a capital allocator and provides fee-based financial planning and portfolio management for individuals, families and select institutional clients. Its service mix includes financial planning, portfolio management for individuals and small businesses, pension consulting services and selection of outside advisers. Fee arrangements reportedly include a percentage-of-AUM component alongside hourly and other fee structures. Industry affiliations listed for the firm include relationships with another investment adviser, a law firm and an insurance company.
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 8RAYMOND 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 7Active vs passive
$266M in ETFs
0%
$0
73%
$266M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US VECTOR EQUITY ETF (DXUV) | Dimensional | $71.1M | 1,196,453 | 26.74% |
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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