# WEN Capital Advisory Group, Inc.

> 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.

- CRD: 164701
- Filed as: WEN CAPITAL ADVISORY GROUP, INC.
- Legal name: WEN Financial Group, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: El Cerrito, CA
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/164701
- AdvisorCensus page: https://advisorcensus.com/firm/wen-capital-advisory-group-inc-el-cerrito-ca-164701

## Quick answers

**How is WEN Capital Advisory Group, Inc. compensated?**
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.

**Where is WEN Capital Advisory Group, Inc. located?**
WEN Capital Advisory Group, Inc.'s principal office is in El Cerrito, CA, according to its Form ADV.

**Is WEN Capital Advisory Group, Inc. registered with the SEC or a state?**
WEN Capital Advisory Group, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 164701.

**How much does WEN Capital Advisory Group, Inc. manage?**
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).

**What types of clients does WEN Capital Advisory Group, Inc. serve?**
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).

**Does WEN Capital Advisory Group, Inc. report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)

### Regulatory assets under management (Item 5.F)
- Total: $26,606,284
- Discretionary: $26,395,093
- Non-discretionary: $211,191

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $15,061,133 |
| High net worth individuals | 17 | $10,950,056 |
| Corporations or other businesses not listed above | 2 | $595,095 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wenadvisory.com
- Facebook @WENADVISORY
- Instagram @WENADVISORY
- LinkedIn @WEN-CAPITAL-ADVISOR-GROUP-INC
- Pinterest @WENADVISORY
- X @WENADVISORY
- YouTube youtube.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. WEN Capital Advisory Group, Inc. (CRD 164701): Form ADV filing data as of October 2026.