AdvisorCensus / Financial advisors / California / Riverside / Wolfgang Capital
Wolfgang Capital is an SEC-registered investment advisory firm in Temecula, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.
Quick answers
From the filingHow is Wolfgang Capital compensated?
On its Form ADV (Item 5.E, October 2026), Wolfgang Capital reports these compensation arrangements: a percentage of assets under its management.
What does Wolfgang Capital's brochure say about its fees?
Its Form ADV Part 2A brochure dated February 17, 2026 states: Up to $100,000: 2% a year; $100,001 to $200,000: 1.85% a year; $200,001 to $300,000: 1.7% a year; $300,001 to $500,000: 1.5% a year; $500,001 to $1,000,000: 1.25% a year; Above $1,000,000: 1% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Wolfgang Capital located?
Wolfgang Capital's principal office is in Temecula, CA, according to its Form ADV; the March 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Wolfgang Capital registered with the SEC or a state?
Wolfgang Capital is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 283525.
How much does Wolfgang Capital manage?
Wolfgang Capital reports $128,884,000 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (100% discretionary).
What types of clients does Wolfgang Capital serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (375); high net worth individuals (55).
Which custodians does Wolfgang Capital use?
Wolfgang Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Wolfgang Capital 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/283525
Does Wolfgang Capital state an account minimum?
Its Form ADV Part 2A brochure dated February 17, 2026 says: "Advisor does not require a minimum to open an account."
What changed in Wolfgang Capital's recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $108,642,000 to $128,884,000 (+19%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $100,000 | 2% |
| $100,001 to $200,000 | 1.85% |
| $200,001 to $300,000 | 1.7% |
| $300,001 to $500,000 | 1.5% |
| $500,001 to $1,000,000 | 1.25% |
| Above $1,000,000 | 1% |
The brochure's wording
The fees for these services will be based on a percentage of Assets under Management as follows: Assets Under Management Annual Fee Quarterly Fee $0 - $100,000 2.00% 0.500% $100,001 - $200,000 1.85% 0.4625% $200,001 - $300,000 1.7% 0.425% $300,001 - $500,000 1.5% 0.375% $500,001 - $1,000,000 1.25% 0.3125% Over $1,000,000 1.00% 0.250%
Account minimum: None
The brochure's wording
Advisor does not require a minimum to open an account.
As stated in the firm's Form ADV Part 2A brochure dated February 17, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$128,884,000 as of October 2026, filing dated February 17, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Wolfgang Capital LLC
- Also doing business as
- WOLFGANG
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 5. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the March 2026 filing
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $108,642,000 to $128,884,000 (+19%).
- December 2025
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Wolfgang Capital (CRD 283525): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/wolfgang-capital-temecula-ca-283525