Wide Eye Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,932,380
Total clients
28
36% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
28
Average account size
$390,442
About
Wide Eye Capital provides customized investment management, financial planning, and occasional consulting to individuals, high‑net‑worth clients, families, trusts, estates and small businesses. The firm generally manages portfolios on a discretionary basis and advises on a broad set of instruments, including mutual funds, ETFs, equities, bonds, cryptocurrency and options.
Investment decisions combine a bottom‑up, individual‑equity focus with macroeconomic analysis of interest rates and money supply, using both fundamental and technical analysis to set asset allocation and security selection within a written Investment Policy Statement. The brochure notes the firm may employ hedging techniques and monitors derivatives markets (including futures and options) as part of its process, and it may use borrowing or leverage in separately managed accounts when deemed appropriate.
Several features in the brochure are uncommon among peers: the firm explicitly offers security‑ratings/pricing and market‑timing services as part of its Other Consulting work and periodically offers free educational workshops for clients and their guests. It also restricts cryptocurrency recommendations to large‑cap digital assets accessed via ETFs (not private wallets), documents research that includes futures and coinmarketcap.com, and manages roughly $10.9 million in client assets across 28 clients.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Market timing
Security ratings or pricing
Expertise
Wealth management
Active portfolio management
Fee options
Flat fees based on hourly rate of $150/hour; example includes $750 for a budgeting and saving package.
$0 - $1,000,000: 1.0% $1,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.60% $5,000,000+: 0.49%
$150 per planner-hour for Financial Planning and Other Consulting Services.
Account minimum: $250,000 Fee-only: Financial Planning and Other Consulting Services charged hourly at $150 per hour, with options for flat fees and capped hourly fees.
Main office location
Wide Eye Capital
Vancouver WA, United States
Number of offices
2
Most active in
Wide Eye Capital has reported serving >5 clients in these states in the last 12 months.
California · Oregon · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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