A complete list of active advisors currently associated with World Capital Advisors, LLC

Warmer can help you find a great advisor at World Capital Advisors, LLC or one who fits your needs even better.

World Capital Advisors provides investment advice, asset management and fee-based financial planning to individuals, retirement accounts, trusts, estates and small business clients. The firm offers access to separately managed accounts and third‑party investment programs as part of its advisory services. The firm implements client strategies largely by enrolling accounts in third‑party advisor programs and custodial platforms (its brochure lists providers such as ITS Asset Management, SEI, National Philanthropic Trust, Charles Schwab and Fidelity) and reviews client accounts at least annually while offering consolidated reporting. World Capital Advisors accepts limited discretionary authority when authorized and defers trade execution, proxy voting and certain administrative responsibilities to the third‑party managers it uses. A noteworthy feature of the firm is its ownership and affiliation with Investment Research Corporation; the brochure discloses that the firm’s president serves on IRC’s investment committee and that there are compensation arrangements tied to the American Growth Fund, which the firm identifies as a potential conflict of interest. The brochure also discloses that the firm may receive revenue sharing from third‑party managers and that its relationships with those managers are governed by written agreements.

To learn more about the advisors currently working at World Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.