Wealth manager, independent · Mexico City, Mexico
Networth Capital
Networth Literacy, Inc · SEC-registered investment adviser · CRD 326911 · SEC 801-128210
At a glance
Networth Capital is an SEC-registered investment adviser based in Mexico City, Mexico, with $14 million in regulatory assets under management as of its Form ADV filed August 25, 2026. Its largest client group by assets is individuals, and it reports 220 individual clients. By Form ADV it is a wealth manager, ranked 8,736th of 8,915 wealth managers and 16,254th of 17,210 SEC-registered advisers by assets.
Main office +525515008812As filed on Form ADV
- Regulatory AUM
- $14M
- Rank among wealth managers
- #8,736 of 8,915
- Rank among all SEC RIAs
- #16,254 of 17,210
- Individual clients
- 220
- High-net-worth clients
- 0
- Accounts
- 220
- Discretionary
- 100% of AUM
- Employees
- 2
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 220 | $14M | 100% |
Disciplinary disclosures
Networth Capital answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Networth Capital
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 200 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Networth Capital manage?
Networth Capital reports $14 million in regulatory assets under management across 220 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 25, 2026.
What kind of firm is Networth Capital?
Networth Capital is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Networth Capital’s clients?
By assets, its largest client types are individuals ($14 million, 220 clients).
Does Networth Capital have any disciplinary history?
Networth Capital answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Networth Capital’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →