World Capital Advisors LLC

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Assets, Funds, Holdings

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World Capital Advisors LLC
CRD #135941
SEC #801-79761
CIK #
AUM 72.0 M (2026-03-30)
Employees 1 (100% Investors, 0% Brokers)
Fees
Minimum
Phone804-267-7418
Address1636 Logan Street
Denver, CO 80203
Source [IAPD] [Website]
Total AUM ($M)
4003202401608002004201120192027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 11 2.0
(b) Individuals (high net worth individuals) 28 47.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 3 6.6
(n) Other 7 15.6
Total 65 72.0
By Discretionary
Discretionary 64 71.2
Non-Discretionary 1 0.8
Total 65 72.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 72.0
Total 65 72.0
Firm Profile (Form ADV)
Discretionary AUM$0.3B
ServesInstitutional, Retail
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