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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| World Capital Advisors LLC
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| CRD # | 135941 |
| SEC # | 801-79761 |
| CIK # | |
| AUM | $62.0 M (2025-03-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 804-267-7418 |
| Address | 1636 Logan Street Denver, CO 80203 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 1.2 |
| (b) Individuals (high net worth individuals) | 27 | 47.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 5.8 |
| (n) Other | 5 | 8.1 |
| Total | 61 | 62.0 |
| By Discretionary | ||
| Discretionary | 60 | 61.2 |
| Non-Discretionary | 1 | 0.8 |
| Total | 61 | 62.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 62.0 | |
| Total | 61 | 62.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Oelschlager Investments LLC
✚
|
OH | 0.1 |
|
Wright Private Asset Management LLC
✚
|
CT | 0.1 |
|
Stewardship Partners Investment Counsel Inc
✚
|
0.1 | |
|
Wealthfd LLC
✚
|
PA | 0.1 |
|
C & C Financial Services Inc
✚
|
NY | 0.1 |
|
Steward Advisors Group LLC
✚
|
NY | 0.1 |
|
Philadelphia Partners Capital Management LLC
✚
|
PA | 0.1 |
|
BPBI LLC
✚
|
NY | 0.1 |
|
Hayden Capital LLC
✚
|
CA | 0.1 |
|
Smart Steps Wealth Management LLC
✚
|
MO | 0.1 |