Wolfstich Capital provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Wolfstich Capital reports 80 clients. They include 55 high-net-worth individuals, 24 individual clients and 1 charitable organization. Of its assets, 100.0% ($162M across 273 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 30% | 11% |
| High-net-worth individuals | 69% | 85% |
| Charitable organizations | 1% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 24 | $17.5M | 10.8% | $728K |
| High-net-worth individuals | 55 | $137M | 84.8% | $2.5M |
| Charitable organizations | 1 | $7.2M | 4.4% | $7.2M |
| Total | 80 | $162M | 100% | $2.03M |
- Clients
- 24
- Regulatory AUM
- $17.5M
- AUM share
- 10.8%
- Avg. per client
- $728K
- Clients
- 55
- Regulatory AUM
- $137M
- AUM share
- 84.8%
- Avg. per client
- $2.5M
- Clients
- 1
- Regulatory AUM
- $7.2M
- AUM share
- 4.4%
- Avg. per client
- $7.2M
Total
- Clients
- 80
- Regulatory AUM
- $162M
- AUM share
- 100%
- Avg. per client
- $2.03M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Wolfstich Capital charges 0.50%–1.00% a year for its Wealth management services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$3M | 1.00% |
| $3M and above | 0.50% |
Fee details and sources
Other fees
- Financial planning
- A negotiable fixed fee of $2,500 to $3,500, due in arrears on presentation of the plan; cancelled work is billed at $350 an hour.
Theodore Wolfstich owns 75% or more of Wolfstich Capital. The leadership team of Wolfstich Capital includes Chief Compliance Officer Theodore Wolfstich. It has 1 employee.
Leadership
- Theodore WolfstichManaging Member and Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Wolfstich Capital, LLC
Theodore Wolfstich
Control person · since December 2007
Wolfstich Capital’s regulatory assets grew from $109M (July 2022) to $162M (January 2026); clients were 80 in both filings and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $162M | 80 | 1 | 2 |
| June 2025 | $149M | 79 | 1 | 2 |
| July 2024 | $129M | 81 | 1 | 2 |
| April 2023 | $120M | 138 | 1 | 1 |
| July 2022 | $109M | 82 | 1 | 1 |
Besides its headquarters, Wolfstich Capital has 1 office (1 private residence, listed without an address), with 1 listed address in Massachusetts.
Massachusetts · 1 listed address
- 445 Main Street, Suite 303, MedfieldHQ
Contact and registration details
- Legal name
- Wolfstich Capital, LLC
- Headquarters
- 445 Main Street, Suite 303, Medfield, MA 02052
- Website
- wolfstichcapital.com
- Phone
- 781-475-6157
- SEC file
- 801-121875
- Structure
- Massachusetts LLC
- Fiscal year end
- December
Wolfstich Capital uses Charles Schwab ($162M) as custodian for its separately managed accounts. Wolfstich Capital does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $162M100%
At year end, Wolfstich Capital’s separately managed accounts were mostly in funds (95%). Its reported 13F holdings for the quarter ended 30 June 2026 total $130M across 19 positions; the largest are Dimensional ETF Trust (23.9%), Dimensional ETF Trust (21.7%) and Dimensional ETF Trust (18.9%).
What the accounts hold
- Stocks1%
- Funds95%
- Bonds4%
Reported 13F holdings
- $130M
- Reported 13F value
- 19
- Positions
- 94.5%
- In the 10 largest
- +13.3%
- Value vs. prior quarter
- Dimensional ETF Trust · US Cor Equ 2 ETF23.9%
- Dimensional ETF Trust · World EX US Core21.7%
- Dimensional ETF Trust · Shor Dur Fix ETF18.9%
- Dimensional ETF Trust · Core Fixe IN ETF10.9%
- Dimensional ETF Trust · Ultr Fix Inc. ETF8.4%
- Dimensional ETF Trust · US Mktwide Value4.7%
- Dimensional ETF Trust · US High Prof ETF2.2%
- Dimensional ETF Trust · US Sustainabilty1.4%
- International Business Machs1.3%
- Schwab Strategic TR · Intl Eqty ETF1.3%
Together, the ten largest are 94.5% of reported value.
How many clients does Wolfstich Capital have?
Wolfstich Capital has 80 clients and manages $162 million for them, as of January 2026. They include 55 high-net-worth individuals, 24 individual clients and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 January 2026
What services does Wolfstich Capital offer?
Wolfstich Capital provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Wolfstich Capital charge?
Wolfstich Capital charges 0.50%–1.00% a year for its Wealth management services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Which custodians does Wolfstich Capital use?
Wolfstich Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $162M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 January 2026
How many financial advisors does Wolfstich Capital have?
Wolfstich Capital has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wolfstich Capital invest in?
At the end of its last fiscal year, Wolfstich Capital’s separately managed accounts held 95% pooled vehicles (private funds and similar), 4% U.S. government and agency bonds and 1% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wolfstich Capital?
Wolfstich Capital’s direct owner is Theodore Wolfstich (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 January 2026
How does Wolfstich Capital get paid?
Wolfstich Capital is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Wolfstich Capital?
Wolfstich Capital’s main office is at 445 Main Street, Suite 303, Medfield, MA 02052. Its phone number is 781-475-6157. Its website is wolfstichcapital.com.