Brentwood, TN Office
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About
World Investment Advisors, LLC is an SEC-registered investment adviser that provides portfolio management and advisory services to individuals and a range of institutional and retirement-plan clients, including 401(k), 403(b), pension, foundation and endowment accounts. Its services encompass wrap-fee programs, the World Managed Account Platform (WorldMAP) with advisor-managed, Cota Street, and third‑party manager models, third‑party money manager access via Envestnet, financial planning, and reporting/data-aggregation tools such as eMoney.
The firm deploys both discretionary and non-discretionary solutions and relies on model-based strategies as well as advisor-created customized portfolios, using fundamental, technical, and cyclical analysis supported by platform trading, rebalancing and monitoring tools (Vestmark, VAS, Envestnet). WIA discloses roughly $31.7 billion in discretionary and $39.9 billion in non-discretionary assets under management as of December 31, 2025, and offers tax-managed overlay and direct indexing (CSDI) services that are monitored and adjusted as part of its model oversight process.
Noteworthy features in WIA’s brochure include affiliations with broker‑dealers such as Goldman Sachs & Co. and World Investments, and multiple affiliated insurance entities (e.g., World Insurance Associates and PPIS), with some advisors also serving as registered representatives or insurance agents — arrangements WIA discloses as potential conflicts of interest. The firm also discloses participation in third‑party‑sponsored educational seminars, operation through a broad advisor network and platform relationships, the retention of portions of certain program fees (Program, TMO, CSDI) that can create economic incentives, and recent material changes reported in its annual brochure.
Based on World Investment Advisors, LLC
Expertise
Based on World Investment Advisors, LLC
Location
229 Ward Circle, Suite A11
Brentwood TN 37027
Advisors at this office
4
Advisors at this office
James L
Series 63, Series 65
Brentwood, TN
World Investment Advisors, LLC
James Lyday is a financial advisor with World Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Pensionmark Securities, Pensionmark Financial Group, CapFinancial Securities, Ridge Retirement Consultants, and Wells Fargo Clearing. He is also president and owner of Sprezzatura Consulting, providing retirement plan consulting services. World Investment Advisors, LLC is an SEC-registered investment adviser offering portfolio management and advisory services to individuals and institutional clients, including retirement plans. The firm utilizes model-based and customized portfolio strategies supported by various trading and monitoring platforms, managing both discretionary and non-discretionary assets.
Robert H
Series 63, Series 65
Brentwood, TN
World Investment Advisors, LLC
Robert Hobaica is a financial advisor at World Investment Advisors, LLC with five years of industry experience. He previously worked at Courier Capital and HNP Capital LLC. World Investment Advisors, LLC is an SEC-registered investment adviser providing portfolio management and advisory services to individuals, institutions, and retirement-plan clients. The firm offers a range of solutions including model-based and customized portfolios, tax-managed overlay, and direct indexing services.
William T
Series 63, Series 65, Series 66
Brentwood, TN
World Investment Advisors, LLC
William Trcka is a financial advisor at World Investment Advisors, LLC with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Merrill, Janus Management Holdings Corp, Pensionmark Securities, LLC, and World Investments, Inc. World Investment Advisors, LLC is an SEC-registered investment adviser providing portfolio management and advisory services to individuals and institutional clients, including retirement plans and foundations. The firm offers both discretionary and non-discretionary solutions through model-based and customized portfolios, supported by various trading and monitoring platforms.
Jason C
Series 66
Brentwood, TN
World Investment Advisors, LLC
Jason Cohn is a financial advisor with World Investment Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Raymond James & Associates, Pensionmark Securities, and World Investments, Inc. In addition to his advisory work, he serves as a consultant for Third Bridge, assisting with processes related to selecting and monitoring service providers. World Investment Advisors, LLC is an SEC-registered investment adviser serving individuals, institutions, and retirement-plan clients. The firm offers a range of portfolio management and advisory services, including model-based and customized strategies, supported by comprehensive trading, rebalancing, and monitoring tools.
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