WEN CAPITAL ADVISORY GROUP, INC.

Overview

WEN Capital Advisory Group, Inc. is an independent registered investment adviser that serves both individual and institutional clients with a focus on fee-based wealth management and financial planning. The firm acts as a capital allocator, combining discretionary portfolio management with selection of outside managers and third‑party funds. Its revenue model includes percentage‑of‑AUM fees alongside hourly and subscription options, which supports flexible engagement models for smaller families and business owners as well as larger accounts. The adviser shows a clear preference for public equities—particularly exchange‑traded securities—and builds portfolios around that exposure while supplementing with mutual funds and corporate debt where appropriate. WEN Capital also allocates to alternatives through third‑party managers, including hedge funds, private placements, direct real estate and REITs, indicating a willingness to broaden portfolios beyond traditional long‑only strategies. The firm is not identified as an active ESG investor and is structured as a corporation owned by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices