THIELEN CAPITAL CORPORATION
Firm details
- Headquarters
- LADERA RANCH, California
- CRD number
- 169139
- Registered since
- May 27, 2025
- Website
- sites.google.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.84%
- Individuals4.16%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Thielen Capital Corporation is a privately owned corporate RIA that focuses on serving individuals and families, along with small-business portfolios. The firm reports portfolio management for individuals and small businesses among its advisory activities and lists pension consulting services as part of its capabilities. Its fee arrangements combine percentage-of-AUM pricing with fixed fees. The adviser is SEC-registered (registration year shown as 2025) and is not positioned as a multi-state or ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities19%
- Cash & Cash Equivalents10%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
1 of 1ARTHUR THIELEN
PresidentCRD 4525121
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LADERA RANCH, CA
ORANGE
Location
LADERA RANCH, CA
Headquartered in LADERA RANCH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 999 Corporate Dr
- Time zone
- PT (UTC-8)
- Office locations
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