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WORLD CAPITAL ADVISORS, LLC
CRD 135941 · SEC 801-79761
1636 LOGAN STREET, DENVER, CO, 80203, United States
Phone
804-267-7418
Fax
804-323-3205
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$72.0M
Discretionary AUM
$71.2M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $2.0M |
| High net worth individuals | 28 | $47.7M |
| Corporations/business entities | 3 | $6.6M |
States served
PA, VA
Official SEC filing: View on IAPD