Thielen Capital Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Thielen Capital Corporation provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. Services include customized portfolios or firm model portfolios, written financial plans, and participant-level guidance for qualified retirement plans.
The firm typically recommends mutual funds and exchange-traded funds and may recommend alternative investments to accredited clients when appropriate. Its investment process draws on both technical and fundamental analysis, emphasizes long-term purchase strategies, ongoing monitoring, and periodic rebalancing to align portfolios with clients’ risk tolerances and objectives.
Notably, the firm offers retirement plan consulting and participant allocation modeling in addition to individual wealth management, a service set that is less common among independent advisers. It also maintains a formal business continuity and succession arrangement with another advisory firm, which may be relevant to clients concerned about continuity of service.
Client services
Expertise
Fee options
Negotiable fixed flat fee possible for portfolio management services or a fixed flat fee alternative.
$0 - $1,000,000: 1.00% annually Over $1,000,000+: 0.70% annually
Account minimum: $500,000
Main office
999 Corporate Drive, Suite 100
Ladera Ranch CA 92694
Advisors at this office
1
Most active in
Arizona · California · Illinois
Also doing business as
Thielen Capital · Thielen Capital Corporation
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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