# Wilshire Quinn Capital, Inc.

> Wilshire Quinn Capital, Inc. is an SEC-registered investment advisory firm in San Diego, CA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 21, 2026.

- CRD: 148012
- Filed as: WILSHIRE QUINN CAPITAL, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148012
- AdvisorCensus page: https://advisorcensus.com/firm/wilshire-quinn-capital-inc-san-diego-ca-148012

## Quick answers

**How is Wilshire Quinn Capital, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Wilshire Quinn Capital, Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**What does Wilshire Quinn Capital, Inc.'s brochure say about its fees?**
Its Form ADV Part 2A brochure dated January 21, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wilshire Quinn Capital, Inc. located?**
Wilshire Quinn Capital, Inc.'s principal office is in San Diego, CA, according to its Form ADV; the February 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Wilshire Quinn Capital, Inc. registered with the SEC or a state?**
Wilshire Quinn Capital, Inc. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 148012.

**How much does Wilshire Quinn Capital, Inc. manage?**
Wilshire Quinn Capital, Inc. reports $188,421,541 in regulatory assets under management in its Form ADV filing dated January 21, 2026 (100% discretionary).

**How have Wilshire Quinn Capital, Inc.'s assets and staff changed since 2022?**
In the Form ADV data for Wilshire Quinn Capital, Inc.: Regulatory assets under management: $162,632,534 in the October 2023 data and $188,421,541 in the October 2026 data, up 16%. Total employees: 6 in October 2023 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wilshire Quinn Capital, Inc. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Wilshire Quinn 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/148012

**What changed in Wilshire Quinn Capital, Inc.'s recent Form ADV filings?**
In the February 2026 filing data: Changed its office addresses in Los Angeles, CA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated January 21, 2026)

- Asset-based fee: 2% of assets a year

> Wilshire Quinn Capital shall earn an asset management fee (“Asset Management Fee”) equal to Two Percent (2%) of the Assets Under Management, calculated and payable monthly.

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

### Regulatory assets under management (Item 5.F)
- Total: $188,421,541
- Discretionary: $188,421,541
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| 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) | 1 | $188,421,541 |
| 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)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 6 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.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Los Angeles, CA
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- local.google.com/place
- wilshirequinn.com
- wilshirequinn.com/PASSIVE-INCOME
- wilshirequinn.com/TRUST-DEED-INVESTMENTS
- Facebook @wilshirequinn
- Instagram @wilshirequinn
- LinkedIn @WILSHIREQUINN
- X @wilshirequinn

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | Not reported | Not reported | July 29, 2022 |
| October 2023 | $162,632,534 | 6 | March 25, 2023 |
| October 2024 | $170,979,289 | 7 | January 12, 2024 |
| October 2025 | $180,614,924 | 8 | January 15, 2025 |
| October 2026 | $188,421,541 | 6 | January 21, 2026 |

Regulatory assets under management: $162,632,534 in the October 2023 data and $188,421,541 in the October 2026 data, up 16%.
Total employees: 6 in October 2023 and 6 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Changed its office addresses in Los Angeles, CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wilshire Quinn Capital, Inc. (CRD 148012): Form ADV filing data as of October 2026.