A complete list of active advisors currently associated with World Capital Management

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

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.

To learn more about the advisors currently working at World Capital Management, 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.