{
  "crd_number": 283525,
  "slug": "wolfgang-capital-temecula-ca-283525",
  "primary_business_name": "WOLFGANG CAPITAL",
  "legal_name": "WOLFGANG CAPITAL LLC",
  "dbas": [
    "WOLFGANG"
  ],
  "city": "Temecula",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "40140",
  "metro": {
    "cbsa_code": "40140",
    "common_name": "Riverside",
    "msa_name": "Riverside-San Bernardino-Ontario, CA",
    "path": "/advisors/ca/riverside"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-08-18",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-02-17",
  "carried_forward": false,
  "raum_total": 128884000.0,
  "raum_discretionary": 128884000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 49036000.0,
      "count": 375
    },
    "high_net_worth_individuals": {
      "raum": 79848000.0,
      "count": 55
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "TX"
  ],
  "websites": [
    "https://calendly.com/wolfgangcapital",
    "https://calendly.com/wolfgangcapital_ryanmizer",
    "https://calendly.com/wolfgangcapital_zacharyherzog",
    "https://councils.forbes.com/profile/Zachary-W-Herzog-Chief-Executive-Officer-Wolfgang-Capital/1cffff36-bd2e-445f-ac32-233f35d565",
    "https://facebook.com/Wolfgang-Capital-LLC-1237868836289099",
    "https://instagram.com/socalretirement",
    "https://linkedin.com/company/wolfgang-capital-llc",
    "https://twitter.com/wolfgangcapital",
    "https://wolfgangc.com",
    "https://youtube.com/channel/UCDcPUydi7ACdr_OY8PEVTfw"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283525",
  "city_as_filed": "TEMECULA",
  "url": "https://advisorcensus.com/firm/wolfgang-capital-temecula-ca-283525",
  "display_name": "Wolfgang Capital",
  "summary": "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.",
  "citation": "AdvisorCensus. Wolfgang Capital (CRD 283525): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Wolfgang Capital compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wolfgang Capital reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Wolfgang Capital charge?",
      "a": "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."
    },
    {
      "q": "Where is Wolfgang Capital located?",
      "a": "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)."
    },
    {
      "q": "Is Wolfgang Capital registered with the SEC or a state?",
      "a": "Wolfgang Capital is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 283525."
    },
    {
      "q": "How much does Wolfgang Capital manage?",
      "a": "Wolfgang Capital reports $128,884,000 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Wolfgang Capital serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (375); high net worth individuals (55)."
    },
    {
      "q": "Which custodians does Wolfgang Capital use?",
      "a": "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."
    },
    {
      "q": "Does Wolfgang Capital report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Wolfgang Capital state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 17, 2026 says: \"Advisor does not require a minimum to open an account.\""
    },
    {
      "q": "What changed in Wolfgang Capital's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $108,642,000 to $128,884,000 (+19%)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $108,642,000 to $128,884,000 (+19%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $100,000",
        "rate": "2%"
      },
      {
        "band": "$100,001 to $200,000",
        "rate": "1.85%"
      },
      {
        "band": "$200,001 to $300,000",
        "rate": "1.7%"
      },
      {
        "band": "$300,001 to $500,000",
        "rate": "1.5%"
      },
      {
        "band": "$500,001 to $1,000,000",
        "rate": "1.25%"
      },
      {
        "band": "Above $1,000,000",
        "rate": "1%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Advisor does not require a minimum to open an account."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 100000.0,
          "rate_pct": 2.0
        },
        {
          "min": 100001.0,
          "max": 200000.0,
          "rate_pct": 1.85
        },
        {
          "min": 200001.0,
          "max": 300000.0,
          "rate_pct": 1.7
        },
        {
          "min": 300001.0,
          "max": 500000.0,
          "rate_pct": 1.5
        },
        {
          "min": 500001.0,
          "max": 1000000.0,
          "rate_pct": 1.25
        },
        {
          "min": 1000000.0,
          "max": null,
          "rate_pct": 1.0
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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%",
      "Advisor does not require a minimum to open an account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/wolfgang-capital-temecula-ca-283525.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 375,
      "fewer_than_5": false,
      "raum": 49036000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 55,
      "fewer_than_5": false,
      "raum": 79848000.0
    }
  ],
  "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/283525",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}