{
  "crd_number": 164701,
  "slug": "wen-capital-advisory-group-inc-el-cerrito-ca-164701",
  "primary_business_name": "WEN CAPITAL ADVISORY GROUP, INC.",
  "legal_name": "WEN FINANCIAL GROUP, INC.",
  "dbas": [],
  "city": "El Cerrito",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2012-07-13",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-06-30",
  "carried_forward": false,
  "raum_total": 26606284.0,
  "raum_discretionary": 26395093.0,
  "raum_non_discretionary": 211191.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 15061133.0,
      "count": 43
    },
    "high_net_worth_individuals": {
      "raum": 10950056.0,
      "count": 17
    },
    "corporations_other_businesses": {
      "raum": 595095.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum",
    "subscription"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://facebook.com/WENADVISORY",
    "https://instagram.com/WENADVISORY",
    "https://linkedin.com/COMPANY/WEN-CAPITAL-ADVISOR-GROUP-INC",
    "https://ph.pinterest.com/WENADVISORY",
    "https://twitter.com/WENADVISORY",
    "https://wenadvisory.com",
    "https://youtube.com/watch?v=7pm1ui-qw5q"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164701",
  "city_as_filed": "EL CERRITO",
  "url": "https://advisorcensus.com/firm/wen-capital-advisory-group-inc-el-cerrito-ca-164701",
  "display_name": "WEN Capital Advisory Group, Inc.",
  "summary": "WEN Capital Advisory Group, Inc. is a state-registered investment advisory firm in El Cerrito, CA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.",
  "citation": "AdvisorCensus. WEN Capital Advisory Group, Inc. (CRD 164701): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Subscription fees (for a newsletter or periodical)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is WEN Capital Advisory Group, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), WEN Capital Advisory Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is WEN Capital Advisory Group, Inc. located?",
      "a": "WEN Capital Advisory Group, Inc.'s principal office is in El Cerrito, CA, according to its Form ADV."
    },
    {
      "q": "Is WEN Capital Advisory Group, Inc. registered with the SEC or a state?",
      "a": "WEN Capital Advisory Group, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 164701."
    },
    {
      "q": "How much does WEN Capital Advisory Group, Inc. manage?",
      "a": "WEN Capital Advisory Group, Inc. reports $26,606,284 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (99% discretionary)."
    },
    {
      "q": "What types of clients does WEN Capital Advisory Group, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (17); corporations or other businesses not listed above (2)."
    },
    {
      "q": "Does WEN Capital Advisory Group, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/164701"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/wen-capital-advisory-group-inc-el-cerrito-ca-164701.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 43,
      "fewer_than_5": false,
      "raum": 15061133.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 17,
      "fewer_than_5": false,
      "raum": 10950056.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 595095.0
    }
  ],
  "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/164701",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}