{
  "crd_number": 167858,
  "slug": "todo-capital-llc-167858",
  "primary_business_name": "TODO CAPITAL, LLC",
  "legal_name": "TODO CAPITAL, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-06-05",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-05-06",
  "carried_forward": false,
  "raum_total": 143565870.0,
  "raum_discretionary": 126013347.0,
  "raum_non_discretionary": 17552523.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 143565870.0,
      "count": 30
    }
  },
  "compensation_types": [
    "hourly",
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167858",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/todo-capital-llc-167858",
  "display_name": "Todo Capital, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Todo Capital, LLC (CRD 167858): 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",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Todo Capital, LLC compensated?",
      "a": "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."
    },
    {
      "q": "How much does Todo Capital, LLC charge?",
      "a": "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."
    },
    {
      "q": "Is Todo Capital, LLC registered with the SEC or a state?",
      "a": "Todo Capital, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 167858."
    },
    {
      "q": "How much does Todo Capital, LLC manage?",
      "a": "Todo Capital, LLC reports $143,565,870 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (88% discretionary)."
    },
    {
      "q": "How have Todo Capital, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Todo Capital, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (30)."
    },
    {
      "q": "Which custodians does Todo Capital, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Todo Capital, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Todo Capital, LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Todo Capital, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $126,300,659 to $143,565,870 (+14%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 205642443.0,
      "total_employees": 2,
      "filing_date": "2021-03-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 230313542.0,
      "total_employees": 2,
      "filing_date": "2022-05-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 102789901.0,
      "total_employees": 2,
      "filing_date": "2023-08-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 119630490.0,
      "total_employees": 2,
      "filing_date": "2024-03-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 126300659.0,
      "total_employees": 2,
      "filing_date": "2025-02-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 143565870.0,
      "total_employees": 2,
      "filing_date": "2026-05-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $126,300,659 to $143,565,870 (+14%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 1, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $500 an hour (consulting services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $500 an hour (consulting services)"
        ],
        "quotes": [
          "The fees charged by ToDo Capital LLC for consulting services are charged at a rate of $ 500 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "consulting services"
        }
      ]
    },
    "quotes": [
      "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.",
      "The fees charged by ToDo Capital LLC for consulting services are charged at a rate of $ 500 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Banco Santander Intl",
      "name_as_filed": "BANCO SANTANDER INTL",
      "affiliated": false
    },
    {
      "name": "UBS",
      "name_as_filed": "UBS",
      "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/todo-capital-llc-167858.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 30,
      "fewer_than_5": false,
      "raum": 143565870.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/167858",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}