Firm profile

TENCAP WEALTH COACHING

SOUTH JORDAN, UTCRD 166130Latest ADV March 20, 2026

Tencap Wealth Coaching is an SEC registered investment adviser organized as a limited liability company with a primary office location in South Jordan, UT. Its latest Form ADV filing, dated March 20, 2026, reports $285M in regulatory assets under management, 7 employees, 10 offices, and 2,087 accounts.

Assets Under Management
$285M
Employees
7
Offices
10 offices
Total Clients
753
Primary office
SOUTH JORDAN, UT
1314 WEST 11400 SOUTH, SUITE 201, SOUTH JORDAN, UT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOGregory D. Black

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 90.4% of total clients.
Top client categories% of clientsClients
1
Individuals
90.4%
681
2
HNWI
7.3%
55
3
Pension Plans
1.7%
13
4
Corporations
0.4%
3
5
Charitable
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$285Mas of March 20, 2026
Discretionary100.0%
$285M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$285M
Total Accounts2,087
10Y AUM Change+$285M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee108:1
10Y Employee Change-5 (-41.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.