Tencap Wealth Coaching
Registered investment adviser · South Jordan, UT · CRD #166130
Form ADV data as of 2026-09-01Regulatory assets
$285.0 million
Total accounts
2,087
Employees
7
Disclosure events
2
Firm details
- Website: https://www.instagram.com/tencapwealthcoaching/
- Telephone: (801) 221-2956
- SEC file number: 801-130427
- Most recent Form ADV filing: 2026-03-20
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm reports 2 disclosure questions answered Yes, covering 2 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.
- Another regulator found a false statement, omission, or dishonest, unfair, or unethical conduct
- Another regulator entered an order in connection with investment-related activity (past 10 years)
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $285.0 million |
| Non-discretionary regulatory assets under management | $0 |
| Total regulatory assets under management | $285.0 million |
| Discretionary accounts | 2,087 |
| Non-discretionary accounts | 0 |
| Total accounts | 2,087 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 7 |
| Employees performing investment advisory functions (including research) | 7 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 7 |
| Employees registered as IARs for another investment adviser | 2 |
| Employees who are licensed insurance agents | 5 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 2 |
How the firm is compensated
Advisory services offered
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Receives soft dollar benefits
- Provides employee compensation specifically for obtaining clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 681 | $136.2 million |
| High net worth individuals | 55 | $138.8 million |
| Pension and profit sharing plans (not the participants or government plans) | 13 | $4.9 million |
| Charitable organizations | 1 | $82 |
| Corporations or other businesses not listed above | 3 | $5.2 million |