Ten Capital Wealth Advisors

What Ten Capital Wealth Advisors does

Ten Capital Wealth Advisors is a privately held wealth management firm headquartered in Spokane, Washington, with a secondary office in Seattle, Washington. Founded in 2011 by Tim Mitrovich, the firm operates as an SEC-registered investment adviser affiliated with Hightower Advisors, LLC, delivering fee-based comprehensive wealth management through both its own advisors and the Hightower institutional investment platform, with brokerage services conducted through Hightower Securities, LLC and custody through Charles Schwab. The firm organizes its offering around two proprietary methodologies — the L.I.V.E. Client Experience (a values-first discovery and planning process that defines Purpose, Plan, and Portfolio) and the L.I.V.E. Portfolio Framework (an investment design process spanning Liquidity, Income, Volatility, and Expected Return) — augmented by the proprietary High Income Series™ for retirees and Cornerstone Conversations for couples alignment.

The firm serves five core customer segments: business owners and entrepreneurs, corporate executives, pre-retirees and retirees, multigenerational families, and rising professionals. Its service mix spans financial planning, investment management, retirement and life-transition planning, family wealth and legacy coordination, and tax-aware portfolio management. Go-to-market is relationship-led and community-driven, leveraging client events (Quarterlies, Lunch & Learns, Trivia Nights), charitable involvement with regional nonprofits, a referral network built over multi-year client relationships, and content channels including the TEN Capital Weekly Commentary video series, the Weekly TEN written insights, and "The Compound Commitment" podcast.

Revenue is generated through a fee-based wealth management model — primarily a percentage of assets under management, with flat advisory fees where appropriate — consistent with SEC-registered investment adviser practice. Pricing is not publicly disclosed and is quote-based per client; initial consultations are complimentary. With an 11-50 employee footprint and roughly a dozen named advisors and client-service staff, the firm is a boutique Pacific Northwest RIA operating at the intersection of personalized planning and institutional investment access via its Hightower affiliation.

Name

Ten Capital Wealth Advisors

Legal name

Ten Capital Wealth Advisors

Website

https://tencapital.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Ten Capital Wealth Advisors is a Pacific Northwest-based SEC-registered investment adviser affiliated with Hightower Advisors, providing fee-based financial planning, investment management, retirement, and family wealth services to high-net-worth individuals and families in Spokane and Seattle, Washington.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

Keywords

• Wealth management services
• Financial planning advisory
• Retirement income planning
• Investment portfolio management
• Estate and legacy planning

Headquarters

HQ city

Spokane

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations, Others

Revenue model

1. Wealth Management & Advisory Fees: TEN Capital generates revenue through comprehensive wealth management services including financial planning, investment management, and advisory fees. As an SEC-registered investment adviser affiliated with Hightower, services are delivered through a fee-based model. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Ten Capital Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, business owners, executives, retirees, and multigenerational families. Its offerings include personalized financial planning, investment portfolio management, retirement income planning, estate and tax coordination, and family wealth legacy services, delivered through its proprietary L.I.V.E. Client Experience and L.I.V.E. Portfolio Framework and powered by Hightower's institutional investment platform.

Product overview

Ten Capital Wealth Advisors offers a unified wealth management platform centered on its proprietary L.I.V.E. Client Experience (values-first planning) and L.I.V.E. Portfolio Framework (investment methodology). Services include Financial Planning, Investment Management, Family Wealth & Legacy planning, and Retirement & Life Transitions support. The firm also provides the High Income Series™ for retirement income strategies, Cornerstone Conversations for priority alignment, and community-focused content through The Compound Commitment podcast. Client access is facilitated through a Client Portal, with events like Ten Capital Quarterlies and Lunch & Learns enhancing the client relationship experience.

Differentiator

Problem solved

Functional benefit

Products and services

• L.I.V.E. Client Experience Proprietary values-first discovery and planning process that clarifies client priorities and anchors financial decisions based on stated purpose, creating a cohesive journey from planning to implementation.
• L.I.V.E. Portfolio Framework Proprietary investment framework (Liquidity, Income, Volatility, Expected Return) designed to help clients understand portfolio tradeoffs and create personalized portfolios that adapt to changing markets and life circumstances.
• Financial Planning Comprehensive financial planning services including retirement income planning, business succession, equity compensation strategies, Social Security, Medicare, education funding, tax coordination, and estate planning.
• Investment Management Portfolio design and management combining research, diversification, and the L.I.V.E. Portfolio Framework, incorporating both public and private markets with ongoing oversight and tax-aware rebalancing.
• Family Wealth & Legacy Multigenerational wealth planning services that coordinate assets across family members, prepare heirs to receive wealth, facilitate family meetings, and integrate estate structures.
• Retirement & Life Transitions Planning services for major life changes including retirement income design, downsizing decisions, Social Security and Medicare guidance, and legacy planning.
• High Income Series™ Proprietary investment strategies specifically designed to help provide stable income and reduced volatility for retirees.

Quantifiable outcome

• Clients gain clarity on financial priorities through values-first planning process
• +2 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Two partnerships are on record, tiered core.

• Hightower Advisors, LLCcoreStrategic or Co-development PartnerTEN Capital is affiliated with Hightower Advisors, LLC, a SEC registered investment adviser. Through this partnership, TEN Capital offers clients access to institutional investment platforms and integrated resources while maintaining personalized boutique service. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
• Charles Schwab & Co., Inc.coreTechnology or IntegrationCharles Schwab serves as the custodian for client accounts. Clients access their accounts through the Schwab Client Portal. Schwab is a registered broker-dealer and is not affiliated with TEN Capital advisors.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Mariner Wealth Advisors: Large national independent RIA built through acquisitions of boutique wealth management firms, offering comprehensive financial planning, investment management, and tax services. Highly comparable multi-affiliate RIA model serving HNW individuals, business owners, and executives.
• Carson Wealth: RIA platform serving HNW clients with comprehensive wealth planning, investment management, and estate services. Comparable due to its affiliation-based model serving similar client segments with similar fee structures.
• Buckingham Strategic Wealth: RIA platform offering comprehensive financial planning and investment management to HNW clients, often through advisor affiliations. Comparable due to its planning-led methodology and HNW focus.
• Mercer Advisors: National RIA providing comprehensive wealth management, investment advisory, tax, and estate planning services to HNW individuals and families. Comparable integrated service model targeting similar mass-affluent-to-HNW client segments.
• Wealth Enhancement Group: Acquisition-driven independent RIA platform offering wealth management, financial planning, and tax services to HNW individuals. Comparable multi-affiliate model with similar Hightower-style RIA consolidator strategy.
• Moneta Group: Independent RIA serving HNW individuals, families, and business owners with fee-only wealth management. Comparable due to its team-based advisor model and comprehensive planning-led service offering.
• Creative Planning: Large independent RIA offering financial planning, investment management, and tax services to HNW clients nationwide. Comparable comprehensive wealth management approach with strong fiduciary orientation.

Broad incumbents

• Charles Schwab Wealth Advisory: Schwab's wealth advisory service serves as TEN Capital's custodian while also competing as a scaled alternative for mass-affluent and HNW investors. Comparable due to overlapping fee-based investment advisory services targeting similar client segments.
• Hightower Advisors: Parent-affiliated RIA platform that TEN Capital operates within; Hightower provides the institutional investment infrastructure, technology, and compliance backbone that powers TEN Capital's offering. Comparable as the platform model TEN Capital replicates at the affiliate level.

Regional players

• Freestone Capital Management: Seattle-based independent RIA serving HNW individuals, families, and institutions in the Pacific Northwest. Comparable due to its regional Pacific Northwest focus and similar HNW client base as TEN Capital's Seattle office.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ten Capital Wealth Advisors