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TENCAP WEALTH COACHING

SOUTH JORDAN, UT · CRD 166130 · IAPD ↗ · (801) 221-2956

$285.0MRegulatory AUM
7Advisory reps
7Employees
20Clients
26-50Planning clients
0Private funds
18States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2026 — TENCAP WEALTH COACHING shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
73
March 2026 — TENCAP WEALTH COACHING reported RAUM up 143% ($117.2M -> $285.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
February 2026 — TENCAP WEALTH COACHING added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2025 — TENCAP WEALTH COACHING now reports custody of client assets ($117.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
50
December 2024 — TENCAP WEALTH COACHING added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
November 2024 — TENCAP WEALTH COACHING added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
July 2024 — TENCAP WEALTH COACHING (SOUTH JORDAN, UT) is newly SEC-registered with $0 RAUM and 10 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.