# Enhancing Capital LLC

> Enhancing Capital LLC is an SEC-registered investment advisory firm in Harrisburg, PA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 290018
- Filed as: ENHANCING CAPITAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Harrisburg, PA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290018
- AdvisorCensus page: https://advisorcensus.com/firm/enhancing-capital-llc-harrisburg-pa-290018

## Quick answers

**How is Enhancing Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Enhancing Capital LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Enhancing Capital LLC located?**
Enhancing Capital LLC's principal office is in Harrisburg, PA, according to its Form ADV.

**Is Enhancing Capital LLC registered with the SEC or a state?**
Enhancing Capital LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 290018.

**How much does Enhancing Capital LLC manage?**
Enhancing Capital LLC reports $367,997,735 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Enhancing Capital LLC's assets and staff changed since 2021?**
In the Form ADV data for Enhancing Capital LLC: Regulatory assets under management: $274,100,469 in the October 2021 data and $367,997,735 in the October 2026 data, up 34%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Enhancing Capital LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7); corporations or other businesses not listed above (7); high net worth individuals (6).

**Which custodians does Enhancing Capital LLC use?**
Enhancing Capital LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and First State Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Enhancing Capital LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/290018

**Does Enhancing Capital LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "EC maintains an advisory account minimum of $250,000. Private funds sponsored by EC generally require a $250,000 initial investment commitment. The minimum or initial investment amounts may be waived by EC in its sole discretion."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> EC maintains an advisory account minimum of $250,000. Private funds sponsored by EC generally require a $250,000 initial investment commitment. The minimum or initial investment amounts may be waived by EC in its sole discretion.

- Minimum annual fee: None

> The Firm does not impose an annual minimum advisory fee amount on its investors.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- First State Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $367,997,735
- Discretionary: $367,952,310
- Non-discretionary: $45,425

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $2,926,758 |
| High net worth individuals | 6 | $4,510,110 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $21,672,218 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $1,312,690 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | Fewer than 5 | $306,817,676 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 7 | $30,758,283 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2017 (8 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- enhancingcapital.com
- LinkedIn @enhancing-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $274,100,469 | 4 | September 10, 2021 |
| October 2022 | $300,906,932 | 5 | August 29, 2022 |
| October 2023 | $293,573,940 | 4 | May 18, 2023 |
| October 2024 | $297,667,943 | 5 | March 12, 2024 |
| October 2025 | $341,983,597 | 4 | March 31, 2025 |
| October 2026 | $367,997,735 | 4 | March 31, 2026 |

Regulatory assets under management: $274,100,469 in the October 2021 data and $367,997,735 in the October 2026 data, up 34%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Enhancing Capital LLC (CRD 290018): Form ADV filing data as of October 2026.