Wealth manager, independent · South Jordan, UT
Tencap Wealth Coaching
Tencap Wealth Coaching, LLC · SEC-registered investment adviser · CRD 166130 · SEC 801-130427
At a glance
Tencap Wealth Coaching is an SEC-registered investment adviser based in South Jordan, Utah, with $285 million in regulatory assets under management as of its Form ADV filed March 20, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 736 individual clients. By Form ADV it is a wealth manager, ranked 4,543rd of 8,915 wealth managers and 10,422nd of 17,210 SEC-registered advisers by assets.
Main office 801-221-2956tencap.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $285M
- Rank among wealth managers
- #4,543 of 8,915
- Rank among all SEC RIAs
- #10,422 of 17,210
- Rank in Utah
- #93 of 151
- Individual clients
- 736
- High-net-worth clients
- 55
- Accounts
- 2,087
- Discretionary
- 100% of AUM
- Employees
- 7
- Advisory staff
- 7
- Offices
- 11
Owners and executives on its Form ADV
- Gregory D. BlackManaging Member/chief Compliance Officer
- Nicholas C. CarriganExecutive Vice President
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 55 | $139M | 49% |
| Individuals | 681 | $136M | 48% |
| Corporations or other businesses | 3 | $5M | 2% |
| Pension and profit sharing plans | 13 | $5M | 2% |
| Charitable organizations | 1 | $0M | <1% |
Disciplinary disclosures
Tencap Wealth Coaching answers yes to 2 disclosure items 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
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Other
Form ADV and brochures on the SEC’s adviser search ↗tencap.com ↗
AtlasMembers
The full record on Tencap Wealth Coaching
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
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- Growth over one, three and five years
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- Rank against 6,502 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Tencap Wealth Coaching manage?
Tencap Wealth Coaching reports $285 million in regulatory assets under management across 2,087 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 20, 2026.
What kind of firm is Tencap Wealth Coaching?
Tencap Wealth Coaching 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 Tencap Wealth Coaching’s clients?
By assets, its largest client types are high-net-worth individuals ($139 million, 55 clients); individuals ($136 million, 681 clients); corporations or other businesses ($5 million, 3 clients).
Does Tencap Wealth Coaching have any disciplinary history?
Tencap Wealth Coaching answers yes to 2 disclosure items 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 Tencap Wealth Coaching’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 (2026-03-20), 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 →