← Tributary

THIELEN CAPITAL CORPORATION

LADERA RANCH, CA · CRD 169139 · IAPD ↗ · thielencapital.com · 949-293-8345

$126.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — THIELEN CAPITAL CORPORATION reported RAUM up 25% ($100.4M -> $126.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
June 2025 — THIELEN CAPITAL CORPORATION (LADERA RANCH, CA) is newly SEC-registered with $100.4M RAUM and 1 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.