LADERA RANCH, CACRD 169139Latest ADV March 24, 2026
Thielen Capital Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in Ladera Ranch, CA. Its latest Form ADV filing, dated March 24, 2026, reports $126M in regulatory assets under management, 1 employee, and 228 accounts.
Assets Under Management
$126M
Employees
1
Offices
--
Total Clients
82
Primary office
LADERA RANCH, CA
999 CORPORATE DRIVE, SUITE 100, LADERA RANCH, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 73.2% of total clients.
Top client categories% of clientsClients
1
HNWI
73.2%
60
2
Individuals
26.8%
22
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$126Mas of March 24, 2026
Discretionary100.0%
$126M
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$126M
Total Accounts228
10Y AUM Change+$26M (+25.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee82:1
10Y Employee Change0 (0.0%)
* 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.