# 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.

- CRD: 167858
- Filed as: TODO CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: May 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167858
- AdvisorCensus page: https://advisorcensus.com/firm/todo-capital-llc-167858

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 1, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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 fees charged by ToDo Capital LLC for consulting services are charged at a rate of $ 500 per hour.

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

### Custodians (Schedule D, Section 5.K(3))
- Banco Santander Intl
- UBS

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: $143,565,870
- Discretionary: $126,013,347
- Non-discretionary: $17,552,523

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 30 | $143,565,870 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (13 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $205,642,443 | 2 | March 22, 2021 |
| October 2022 | $230,313,542 | 2 | May 7, 2022 |
| October 2023 | $102,789,901 | 2 | August 30, 2023 |
| October 2024 | $119,630,490 | 2 | March 8, 2024 |
| October 2025 | $126,300,659 | 2 | February 24, 2025 |
| October 2026 | $143,565,870 | 2 | May 6, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $126,300,659 to $143,565,870 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Todo Capital, LLC (CRD 167858): Form ADV filing data as of October 2026.