St. George, UT Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Tencap Wealth Coaching
Team
Firm-wide stats for Tencap Wealth Coaching
About
Tencap Wealth Coaching provides investment advice and related planning services to individuals (including high‑net‑worth clients), corporations, and retirement plans. The firm manages discretionary portfolios, delivers financial planning and consulting, and offers retirement plan consulting and participant education to plan sponsors.
Tencap’s portfolio management is client‑specific and primarily discretionary, with investment allocations set to match documented objectives and risk tolerances. The firm uses third‑party models and co‑advisory arrangements—most notably acting as a secondary/co‑advisor with Matson Money’s model portfolios and working with sub‑advisers and custodial platforms—while also offering financial planning analyses covering retirement, tax, estate, and cash‑flow matters.
Noteworthy features in the firm’s disclosures include a concentrated operation across multiple offices (11 locations) and an affiliated insurance agency (Tencap Legacy LLC) whose licensed agents may offer insurance products to clients, arrangements the firm discloses as potential conflicts of interest. Tencap also highlights use of custodial relationships (Altruist and Schwab), its co‑advisory structure with Matson Money, and recent ADV amendments adding detailed risk disclosures for direct indexing, securities‑backed lines of credit, political risk, and the firm’s use of AI tools.
Based on Tencap Wealth Coaching
Expertise
Based on Tencap Wealth Coaching
Location
St. George UT
Advisors at this office
1
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