Tencap Wealth Coaching

Overview

Tencap Wealth Coaching is an SEC registered investment adviser based in South Jordan, UT, registered since 2013. It reports $285M in assets under management across 2,087 accounts, with 7 employees. It has 8 investment adviser representatives.

Reported AUM

$285M

Discretionary

100%

Accounts

2,087

Average account

$137K

Employees

7

Advisory reps

8

Registered since

2013

Jurisdictions

18

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Hourly Charges, Other Fees and Percentage of Assets

Executive officers 2 of 2

• Gregory Dunn Black Managing Member, Chief Compliance Officer CRD 5181698
• Nicholas Chandler Carrigan Executive Vice President CRD 7244444

Advisory reps 3 of 8

• Rock Winchester Allen Sr. Investment Adviser Rep CRD 6512541
• Bonita Kay Bell-Andersen Investment Adviser Rep CRD 4353276
• Gregory D Black Insurance Agent · Investment Adviser Rep CRD 5181698

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1314 W 11400 S Ste 201
South Jordan, UT 84095

County

Salt Lake

Metro area

Salt Lake City, UT

Region

West

Registrations

• SEC registered
• Registered in 18 jurisdictions
• Website: tencap.com

Every state, with registration dates

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