Khoi Nguyen
Wata Capital · San Francisco, California
Khoi Nguyen is a fee-only financial advisor at Wata Capital in San Francisco, California, who holds the CFP and CFA credentials. Wata Capital reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Wata Capital |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $8.4M across 40 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA · CRD 4868093 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Khoi's firm compares
- Wata Capital's average account is about $211,000, from its Form ADV (assets managed divided by 40 accounts).
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Questions about Khoi
Is Khoi Nguyen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Khoi holds no broker registration, and Wata Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Khoi charge for financial advice?
Khoi's firm, Wata Capital, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Khoi Nguyen based?
Khoi Nguyen is based in San Francisco, California.
What credentials does Khoi Nguyen hold?
Khoi Nguyen holds the CFP and CFA credentials.
Is Khoi Nguyen registered with the SEC?
Yes. Khoi Nguyen is registered as an investment adviser representative in CA (CRD 4868093), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wata Capital manage?
Wata Capital reports $8.4M across 40 accounts in assets under management.
How do I contact Khoi Nguyen?
Contact details aren't on file yet. Search for Wata Capital.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Francisco
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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