# Wolfstich Capital, LLC

> Wolfstich Capital, LLC is an SEC-registered investment advisory firm in Medfield, MA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 27, 2026.

- CRD: 146026
- Filed as: WOLFSTICH CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Medfield, MA
- Filing period: October 2026
- Form ADV filing dated: January 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146026
- AdvisorCensus page: https://advisorcensus.com/firm/wolfstich-capital-llc-medfield-ma-146026

## Quick answers

**How is Wolfstich Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wolfstich Capital, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Wolfstich Capital, LLC charge?**
Its Form ADV Part 2A brochure dated January 27, 2026 states: Up to $3,000,000: 1% a year; Above $3,000,000: 0.5% a year; Flat fee: $2,500 to $3,500 (financial planning); Hourly rate: $350 an hour (work completed by Wolfstich). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wolfstich Capital, LLC located?**
Wolfstich Capital, LLC's principal office is in Medfield, MA, according to its Form ADV.

**Is Wolfstich Capital, LLC registered with the SEC or a state?**
Wolfstich Capital, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 146026.

**How much does Wolfstich Capital, LLC manage?**
Wolfstich Capital, LLC reports $162,101,000 in regulatory assets under management in its Form ADV filing dated January 27, 2026 (100% discretionary).

**How have Wolfstich Capital, LLC's assets and staff changed since 2021?**
In the Form ADV data for Wolfstich Capital, LLC: Regulatory assets under management: $120,146,556 in the October 2021 data and $162,101,000 in the October 2026 data, up 35%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wolfstich Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (55); individuals (other than high net worth individuals) (24); charitable organizations (1).

**Which custodians does Wolfstich Capital, LLC use?**
Wolfstich Capital, LLC'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 Wolfstich Capital, LLC 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/146026

**Does Wolfstich Capital, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 27, 2026 says: "We have no minimum account size."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 27, 2026)

- Up to $3,000,000: 1% a year
- Above $3,000,000: 0.5% a year

> Wealth Management fees are charged as follows: Assets Under Management Annual Fee Quarterly Fee First $3,000,000 1.00% 0.25% Over $3,000,000 0.50% 0.125%

- Account minimum: None

> We have no minimum account size.

- Flat fee: $2,500 to $3,500 (financial planning)

> Wolfstich charges a negotiable fixed fee between $2,500 and $3,500 based on complexity and unique Client needs.

- Hourly rate: $350 an hour (work completed by Wolfstich)

> If the client cancels after five (5) business days, any unpaid earned fees will be due to Wolfstich based on the number of hours of work completed by Wolfstich at a rate of $350 per hour.

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: $162,101,000
- Discretionary: $162,101,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $17,483,000 |
| High net worth individuals | 55 | $137,418,000 |
| 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) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $7,200,000 |
| 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)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wolfstichcapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $120,146,556 | 1 | September 29, 2021 |
| October 2022 | $108,953,000 | 1 | September 21, 2022 |
| October 2023 | $119,834,625 | 1 | April 13, 2023 |
| October 2024 | $128,645,254 | 1 | August 2, 2024 |
| October 2025 | $148,881,324 | 1 | June 10, 2025 |
| October 2026 | $162,101,000 | 1 | January 27, 2026 |

Regulatory assets under management: $120,146,556 in the October 2021 data and $162,101,000 in the October 2026 data, up 35%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wolfstich Capital, LLC (CRD 146026): Form ADV filing data as of October 2026.