# Wealthnest Capital Inc.

> Wealthnest Capital Inc. is an SEC-registered investment advisory firm in Staten Island, NY, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 281725
- Filed as: WEALTHNEST CAPITAL INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Staten Island, NY
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281725
- AdvisorCensus page: https://advisorcensus.com/firm/wealthnest-capital-inc-staten-island-ny-281725

## Quick answers

**How is Wealthnest Capital Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthnest Capital Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Wealthnest Capital Inc. charge?**
Its Form ADV Part 2A brochure dated March 24, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states); Flat fee: $500 to $2,500 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wealthnest Capital Inc. located?**
Wealthnest Capital Inc.'s principal office is in Staten Island, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Wealthnest Capital Inc. registered with the SEC or a state?**
Wealthnest Capital Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 281725.

**How much does Wealthnest Capital Inc. manage?**
Wealthnest Capital Inc. reports $34,889,134 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (98% discretionary).

**What types of clients does Wealthnest Capital Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (72); high net worth individuals (6).

**Which custodians does Wealthnest Capital Inc. use?**
Wealthnest Capital Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC and Trade-PMR Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Wealthnest Capital Inc. 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/281725

**Does Wealthnest Capital Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 24, 2026 says: "There is no account minimum for any of WNCI’s services."

**What changed in Wealthnest Capital Inc.'s recent Form ADV filings?**
In the June 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> All assets <=2.00% (Not to exceed 2%)

> These fees are generally negotiable; however, the annual fee does not exceed 2% of each client’s total assets under management.

> The negotiated fixed rate for creating client financial plans is between $500 and $2,500.

- Account minimum: None

> There is no account minimum for any of WNCI’s services.

- Flat fee: $500 to $2,500 (creating client financial plans)

> The negotiated fixed rate for creating client financial plans is between $500 and $2,500. Financial Planning fees are billed and paid upon the presentation of the final financial plan to the client.

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

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC
- Trade-PMR Inc.

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: $34,889,134
- Discretionary: $34,193,063
- Non-discretionary: $696,071

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 72 | $13,467,128 |
| High net worth individuals | 6 | $21,422,006 |
| 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) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New York, NY

## Changes in the filing (last 12 months)

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthnest Capital Inc. (CRD 281725): Form ADV filing data as of October 2026.