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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-06-2013
- Office Locations
- 5
Office Locations
About Tencap Wealth Coaching
Tencap Wealth Coaching is an independent, fiduciary RIA that “wealth coaches” high-net-worth clients through investor education and customized financial plans grounded in Nobel Prize–influenced, evidence-based investing. The firm supports business exit planning, retirement planning, tax strategy (alongside a client’s CPA), and estate planning, serving clients across Utah. Custody includes Altruist.
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
GREGORY DUNN BLACK
CFP , Chief Compliance Officer, Managing Member
- CRD
- #5181698
- Ownership
- Less than 5%
Nicholas Chandler Carrigan
EXECUTIVE VICE PRESIDENT
- CRD
- #7244444
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ROCK WINCHESTER ALLEN Sr
Senior Wealth Advisor
- CRD
- #6512541
BONITA KAY BELL-ANDERSEN
Wealth Advisor
- CRD
- #4353276
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $285,025,351 | $136,572 |
| Non-Discretionary | $0 | -- |
| Total | $285,025,351 | $136,572 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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