Tencap Wealth Coaching, Llc
- Regulatory AUM
- $285M
- Discretionary
- $285M
- Clients
- 753
- Avg AUM / client
- $379K
- Accounts
- 2,087
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Investments (13F portfolio — 7 positions, $265,702,011)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Dimensional Etf Trust | DIMENSIONAL US | $71,058,993 | 1,196,453 | 26.7% | 24.9% |
| 2 | Dimensional Etf Trust | US EQUITY MARKET | $59,777,663 | 842,182 | 22.5% | 21.0% |
| 3 | Dimensional Etf Trust | INTL CORE EQUITY | $51,967,993 | 1,461,824 | 19.6% | 18.2% |
| 4 | Dimensional Etf Trust | CORE FIXED INCOM | $33,415,474 | 790,708 | 12.6% | 11.7% |
| 5 | Dimensional Etf Trust | GLOBAL CR ETF | $23,862,625 | 440,440 | 8.98% | 8.37% |
| 6 | Dimensional Etf Trust | EMERGING MKTS CO | $20,762,765 | 600,108 | 7.81% | 7.28% |
| 7 | Dimensional Etf Trust | SHORT DURATION F | $4,856,498 | 101,310 | 1.83% | 1.7% |
Top 25 of 7 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 681 | $136M | 47.8% |
| High net worth individuals | 55 | $139M | 48.7% |
| Pension and profit sharing plans | 13 | $4.9M | 1.73% |
| Charitable organizations | 1 | $82 | 0.0% |
| Corporations and other businesses | 3 | $5.2M | 1.81% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Black, Lindsey | Member | Oct 2012 (14y) | ≈ 37.5% – 75% via Kerry Park Family Limited Partnership | |
| Gregory Dunn Black | Member/Chief Compliance Officer | CFP Chartered Financial Consultant | Oct 2012 (14y) | ≈ 37.5% – 75% via Kerry Park Family Limited Partnership |
| Nicholas Chandler Carrigan | Executive Vice President | Mar 2020 (6y) | Less than 5% | |
| Griffin, Joseph | Chief Executive Officer | Oct 2023 (3y) | Less than 5% | |
| Robert Paul Galeria | Registered representative | Jul 2014 (12y) | ||
| Rock Winchester Allen | Registered representative | Jan 2020 (7y) | ||
| Kevin Dee Whisenant | Registered representative | Mar 2023 (3y) | ||
| Bonita Kay Bell Andersen | Registered representative | Chartered Financial Consultant | Feb 2024 (2y) | |
| Dalton Kaoao` Forsythe | Registered representative | Mar 2024 (2y) | ||
| Raymond Joseph German | Registered representative | Apr 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Kerry Park Family Limited Partnership | Owner | Oct 2012 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Black, Lindsey: 50% – 75% of Kerry Park Family Limited Partnership × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Gregory Dunn Black: 50% – 75% of Kerry Park Family Limited Partnership × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.46 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Other fees
- • CO-ADVISOR FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Truist Financial Corp $280M (98% of AUM) Mar 2026
- Altruist Financial $280M (98% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗