WORLD CAPITAL ADVISORS, LLC

Overview

World Capital Advisors, LLC is an independent registered investment adviser organized as an LLC and acting as a capital allocator for both individual/family and institutional clients. The firm provides a mix of financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and selection-of-other-advisers services, and charges clients via percentage-of-AUM, hourly and fixed-fee arrangements. Its filings show a strong tilt toward publicly traded equities as the primary driver of portfolio construction, and the firm also uses third-party managers for alternative allocations and sub-advisory relationships to access specialized strategies. World Capital Advisors does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices