WORTHVIEW CAPITAL MANAGEMENT LLC

Overview

Worthview Capital Management LLC is a small independent RIA that concentrates on fee-based portfolio management and financial planning for individuals and small businesses. The firm runs wholly discretionary portfolios and favors equity-led allocations, using exchange-traded equities as the principal building blocks for client portfolios. Worthview identifies as an active ESG investor, integrating environmental, social and governance considerations into its security selection and fund choices. Investment activity centers on liquid public markets for core exposure, with a willingness to add third‑party alternative managers where appropriate. The firm charges clients on a percentage‑of‑AUM basis and positions itself to serve individual and family clients seeking hands‑on portfolio management alongside financial planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices