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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between September 30, 2025 and March 20, 2026, reported AUM increased 143.2%, from $117.2M to $285.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 773 clients, or 110.4 clients per representative. That equates to $368.7K in reported AUM per client.
The profile lists 5 reported office locations and 13 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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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
SMA allocation detail is available
Tencap Wealth Coaching has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Tencap Wealth Coaching's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.