Worthscape, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Worthscape serves individuals, trusts, and estates, advising both high‑net‑worth and non‑HNW private clients through separately managed accounts. The firm focuses on portfolio management on a discretionary basis and does not offer asset allocation, risk‑assessment, or comprehensive financial planning services.
The investment process centers on direct equity selection—primarily U.S. common stocks—using fundamental analysis supplemented by charting and technical methods, with portfolios generally holding 25 to 50 positions. Worthscape also employs a mix of trading approaches (long‑ and short‑term trading), and may incorporate ETFs, convertible securities and fixed income for liquidity or preservation.
Distinctive elements include the firm’s use of options trading and other derivatives strategies within separately managed accounts, and the routine availability of short sales and margin transactions—practices that are uncommon among similar supported firms. The firm manages roughly $88 million across a small roster of clients and participates in an institutional custody platform that provides trade execution, reporting and back‑office services.
Client services
Expertise
Fee options
Negotiated flat fees for portfolio analysis and review services; negotiated fixed fees for merger and acquisition and other investment banking services
$0 - $1,000,000: 2.00% $1,000,001 - $5,000,000: 1.75% $5,000,001 - $10,000,000: 1.50% $10,000,001 - $25,000,000: 1.25% $25,000,001 - $55,000,000: 1.00% $55,000,001+: 0.75%
$1,000 per hour for advice on non-securities matters
Account minimum: $3,000,000 Minimum fee: Minimum annual fees may apply, specific amounts not stated Fee-only: Negotiated flat fees for portfolio analysis and review services; negotiated fixed fees for merger and acquisition and other investment banking services; hourly rate of $1,000 for non-securities advice
Main office
1184 14th Place NE
Atlanta GA 30309
Advisors at this office
1
Most active in
Alabama · Florida · Georgia · Texas
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.
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