World Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
World Capital Management provides discretionary investment management and personalized portfolio construction primarily for individual clients, trusts, and estates. As of April 12, 2026, the firm reported $558,000 in discretionary assets under management and offers ongoing monitoring and periodic reporting to clients.
The firm follows a macro‑informed, data‑driven, risk‑managed process that emphasizes diversified ETFs, large‑cap equities, Treasury‑related securities, and defensive allocations, with a tactical overlay when market conditions warrant. WCM may selectively use leveraged and inverse exchange‑traded products and implements tools such as stop‑loss orders, staggered entries/exits, and rebalancing triggers, with leveraged positions monitored closely and, in some cases, daily.
WCM is distinctive among small advisory firms for its documented performance‑tracking activities tied to its Money Manager Review background and for disclosing verification of historical/backdated ETF strategy results on its materials and website. The firm also discloses use of derivatives/ETNs for tactical exposure and employs AI‑assisted research and LLM tools to support analysis, while stating it does not accept commissions or charge performance‑based fees.
Client services
Expertise
Fee options
Flat fees may be charged at firm discretion based on criteria such as anticipated future earnings, additional assets, or negotiations, but specific amounts are not stated.
$500,000 - $1,000,000: 3.00% annually $1,000,000 - $3,000,000: 2.75% annually $3,000,000+: Negotiable
Account minimum: $1,000,000
Main office
12620 Dupont Rd.
Sebastopol CA 95472
Advisors at this office
2
Most active in
California
Also doing business as
Money Manager Review/World Capital Management · Walker Chandriga · World Capital Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Peter W
Series 63, Series 65
Sebastopol, CA
World Capital Management
Peter Walker is a financial advisor at World Capital Management with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Money Manager Review since 1986, continuing there through its transition to World Capital Management. World Capital Management provides discretionary portfolio management and advisory services to individuals, trusts, estates, and IRAs. The firm employs a macro-informed, data-driven investment approach focused on leveraged exchange-traded products, primarily the 3x Nasdaq-100 ETF TQQQ, along with tactical overlays and daily portfolio monitoring.
Chandriga W
Series 65
Sebastopol, CA
World Capital Management
Chandriga Walker is a financial advisor at World Capital Management with 20 years of industry experience. He holds a Series 65 designation and has worked with Money Manager Review and Money Money Review/World Capital Management. Outside of advisory work, he is involved as a companion and caregiver at Prestige In Home Care. World Capital Management is a state-registered investment adviser providing discretionary portfolio management and related advisory services to individuals, trusts, estates, and IRAs. The firm employs a macro-informed, data-driven approach centered on leveraged exchange-traded products, primarily the 3x Nasdaq-100 ETF TQQQ, combined with tactical overlays and daily portfolio monitoring.
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