Wahdy Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,000,000
Clients
10
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$100,000
About
Wahdy Capital provides discretionary investment management and financial planning to a mix of individuals, trusts, organizations, and pension clients. The firm typically charges asset-based fees but also offers alternative billing arrangements such as subscription, hourly, or other flat/project fees depending on the client engagement.
The firm takes a goals-based approach to portfolio construction, tailoring investments to each client’s objectives, risk tolerance, time horizon, and liquidity needs, and uses fundamental, quantitative, and qualitative analysis when making decisions. Portfolios may employ margin, options, futures, and other derivatives when appropriate, and clients may impose investment restrictions or opt out of specific strategies; additional services are offered on a project or hourly basis.
Compared with many solo independent advisers, Wahdy Capital manages pooled strategies and sometimes charges performance-based fees, and the firm discloses acting as a general partner in certain partnerships that solicit client capital. It also uses subscription billing on occasion, works with institutional clients such as pension funds, and employs soft-dollar arrangements and side‑by‑side management — all activities the firm discloses and addresses through conflict disclosures and internal policies.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Options & derivatives strategies
Fee options
Flat monthly subscription fees, flat annual fees, or other arrangements (specific amounts not stated)
1% to 2% annually
$200 per hour
20% of net profits on an annualized or quarterly basis
Flat monthly subscription fees (discounted rates may be offered occasionally)
Fee-only: Fee-only adviser, no commissions or markups charged
Main office location
Wahdy Capital
50 California St, 15 Th Floor
San Francisco CA 94111, United States
Number of offices
1
Most active in
Wahdy Capital has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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