AdvisorCensus / Financial advisors / Todo Capital, LLC
Todo Capital, LLC
Filed as TODO CAPITAL, LLC
Todo Capital, LLC is an SEC-registered investment advisory firm, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 6, 2026.
Quick answers
From the filingHow is Todo Capital, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Todo Capital, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees; other.
How much does Todo Capital, LLC charge?
Its Form ADV Part 2A brochure dated March 1, 2026 states: Hourly rate: $500 an hour (consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Todo Capital, LLC registered with the SEC or a state?
Todo Capital, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 167858.
How much does Todo Capital, LLC manage?
Todo Capital, LLC reports $143,565,870 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (88% discretionary).
How have Todo Capital, LLC's assets and staff changed since 2021?
In the Form ADV data for Todo Capital, LLC: Regulatory assets under management: $205,642,443 in the October 2021 data and $143,565,870 in the October 2026 data, down 30%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Todo Capital, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (30).
Which custodians does Todo Capital, LLC use?
Todo Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Banco Santander Intl and UBS as custodians holding 10% or more of its separately managed account assets.
Does Todo 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/167858
Does Todo Capital, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 1, 2026 says: "ToDo Capital generally requires a minimum portfolio size of $1,000,000. The Firm may, at its sole discretion accept clients with smaller portfolios, based on a certain criteria such as anticipated future additional assets, anticipated future earnings, earning capacity, related accounts, etc."
What changed in Todo Capital, LLC's recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $126,300,659 to $143,565,870 (+14%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
ToDo Capital generally requires a minimum portfolio size of $1,000,000. The Firm may, at its sole discretion accept clients with smaller portfolios, based on a certain criteria such as anticipated future additional assets, anticipated future earnings, earning capacity, related accounts, etc.
Hourly rate: $500 an hour (consulting services)
The brochure's wording
The fees charged by ToDo Capital LLC for consulting services are charged at a rate of $ 500 per hour.
As stated in the firm's Form ADV Part 2A brochure dated March 1, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$143,565,870 as of October 2026, filing dated May 6, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2013 (13 years)
- Employees
- Total: 2. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $143,565,870 | 2 | May 6, 2026 |
| October 2025 | $126,300,659 | 2 | February 24, 2025 |
| October 2024 | $119,630,490 | 2 | March 8, 2024 |
| October 2023 | $102,789,901 | 2 | August 30, 2023 |
| October 2022 | $230,313,542 | 2 | May 7, 2022 |
| October 2021 | $205,642,443 | 2 | March 22, 2021 |
Regulatory assets under management: $205,642,443 in the October 2021 data and $143,565,870 in the October 2026 data, down 30%.
Total employees: 2 in October 2021 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $126,300,659 to $143,565,870 (+14%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Todo Capital, LLC (CRD 167858): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/todo-capital-llc-167858