World Capital Advisors, LLC
World Capital Advisors, LLC is an SEC-registered ria in Denver, CO with $72.0M assets under management (AUM, regulatory AUM), +16% over one year. See who owns World Capital Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 135941, SEC 801-79761, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $72.0M (2026-03-30)
- Firm type
- Ria
- Location
- Denver, CO
- Employees
- 1
- Clients
- 49
- CRD
- 135941
- Ownership
- SMITH, KATHLEEN, LOUISE; FLECK ENTERPRISES OF VIRGINIA, LLC; PREVO, GARY, EDWARD; PASCO, JOHN; FLECK, ROBERT, ELWOOD
How much AUM does World Capital Advisors, LLC have?
World Capital Advisors, LLC reported $72.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns World Capital Advisors, LLC?
Disclosed owners and executives of World Capital Advisors, LLC include SMITH, KATHLEEN, LOUISE, FLECK ENTERPRISES OF VIRGINIA, LLC, PREVO, GARY, EDWARD, PASCO, JOHN, FLECK, ROBERT, ELWOOD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.