{
  "crd_number": 166130,
  "slug": "tencap-wealth-coaching-south-jordan-ut-166130",
  "primary_business_name": "TENCAP WEALTH COACHING",
  "legal_name": "TENCAP WEALTH COACHING, LLC",
  "dbas": [],
  "city": "South Jordan",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "41620",
  "metro": {
    "cbsa_code": "41620",
    "common_name": "Salt Lake City",
    "msa_name": "Salt Lake City-Murray, UT",
    "path": "/advisors/ut/salt-lake-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-06-10",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-20",
  "carried_forward": false,
  "raum_total": 285025351.0,
  "raum_discretionary": 285025351.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 82.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 136165148.0,
      "count": 681
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 4926024.0,
      "count": 13
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 138776791.0,
      "count": 55
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 5157306.0,
      "count": 3,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "HI",
    "ID",
    "KS",
    "MN",
    "NC",
    "ND",
    "NE",
    "NV",
    "SC",
    "TX",
    "UT",
    "VA",
    "WA",
    "WY"
  ],
  "websites": [
    "https://facebook.com/TencapWealthCoaching",
    "https://instagram.com/TENCAPWEALTHCOACHING",
    "https://linkedin.com/company/encap-wealth-coaching",
    "https://linkedin.com/in/blackgreg",
    "https://tencap.com",
    "https://youtube.com/user/gregblack11"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166130",
  "disclosure_items": [
    {
      "item": "11.D(1)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "SOUTH JORDAN",
  "url": "https://advisorcensus.com/firm/tencap-wealth-coaching-south-jordan-ut-166130",
  "display_name": "Tencap Wealth Coaching",
  "summary": "Tencap Wealth Coaching is an SEC-registered investment advisory firm in South Jordan, UT, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.",
  "citation": "AdvisorCensus. Tencap Wealth Coaching (CRD 166130): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Tencap Wealth Coaching compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Tencap Wealth Coaching reports these compensation arrangements: a percentage of assets under its management; hourly charges; other."
    },
    {
      "q": "How much does Tencap Wealth Coaching charge?",
      "a": "Its Form ADV Part 2A brochure dated March 20, 2026 states: Flat fee: up to $10,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Tencap Wealth Coaching located?",
      "a": "Tencap Wealth Coaching's principal office is in South Jordan, UT, according to its Form ADV; the April 2026 filing also lists 6 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Tencap Wealth Coaching registered with the SEC or a state?",
      "a": "Tencap Wealth Coaching is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 166130."
    },
    {
      "q": "How much does Tencap Wealth Coaching manage?",
      "a": "Tencap Wealth Coaching reports $285,025,351 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary)."
    },
    {
      "q": "How have Tencap Wealth Coaching's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Tencap Wealth Coaching: Regulatory assets under management: $117,197,434 in the October 2025 data and $285,025,351 in the October 2026 data, up 143%. Total employees: 12 in October 2024 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Tencap Wealth Coaching serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (681); high net worth individuals (55); pension and profit sharing plans (but not the plan participants or government pension plans) (13)."
    },
    {
      "q": "Which custodians does Tencap Wealth Coaching use?",
      "a": "Tencap Wealth Coaching's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Tencap Wealth Coaching report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/166130"
    },
    {
      "q": "Does Tencap Wealth Coaching state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 20, 2026 says: \"Tencap requires a minimum of $300,000 to open and maintain an account. In certain instances, the minimum account size may be lowered or waived.\""
    },
    {
      "q": "What changed in Tencap Wealth Coaching's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 9 to 7. Regulatory assets under management went from $117,197,434 to $285,025,351 (+143%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 12,
      "filing_date": "2024-06-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 117197434.0,
      "total_employees": 15,
      "filing_date": "2025-06-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 285025351.0,
      "total_employees": 7,
      "filing_date": "2026-03-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 7.",
        "Regulatory assets under management went from $117,197,434 to $285,025,351 (+143%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 20, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$300,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: up to $10,000 (financial planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $300,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Tencap requires a minimum of $300,000 to open and maintain an account. In certain instances, the minimum account size may be lowered or waived."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $10,000 (financial planning services)"
        ],
        "quotes": [
          "Tencap charges a negotiable fixed fee of up to $10,000 for financial planning services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 300000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 10000.0,
          "period": "one_time",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "Tencap requires a minimum of $300,000 to open and maintain an account. In certain instances, the minimum account size may be lowered or waived.",
      "Tencap charges a negotiable fixed fee of up to $10,000 for financial planning services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Altruist Financial LLC",
      "name_as_filed": "ALTRUIST FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/tencap-wealth-coaching-south-jordan-ut-166130.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 681,
      "fewer_than_5": false,
      "raum": 136165148.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 55,
      "fewer_than_5": false,
      "raum": 138776791.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 13,
      "fewer_than_5": false,
      "raum": 4926024.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 82.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 5157306.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166130",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}