# 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.

- CRD: 283525
- Filed as: WOLFGANG CAPITAL
- Legal name: Wolfgang Capital LLC
- Also doing business as: WOLFGANG
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Temecula, CA
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283525
- AdvisorCensus page: https://advisorcensus.com/firm/wolfgang-capital-temecula-ca-283525

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated February 17, 2026)

- 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

> 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

> Advisor does not require a minimum to open an account.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $128,884,000
- Discretionary: $128,884,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 375 | $49,036,000 |
| High net worth individuals | 55 | $79,848,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Carlsbad, CA
- San Diego, CA

### Websites listed on Form ADV (Item 1.I)
- calendly.com/wolfgangcapital
- calendly.com/wolfgangcapital_ryanmizer
- calendly.com/wolfgangcapital_zacharyherzog
- councils.forbes.com/profile/Zachary-W-Herzog-Chief-Executive-Officer-Wolfgang-Capital/1cffff36-bd2e-445f-ac32-233f35d565
- wolfgangc.com
- Facebook @Wolfgang-Capital-LLC-1237868836289099
- Instagram @socalretirement
- LinkedIn @wolfgang-capital-llc
- X @wolfgangcapital
- YouTube @UCDcPUydi7ACdr_OY8PEVTfw

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wolfgang Capital (CRD 283525): Form ADV filing data as of October 2026.