W
$72.0M Total AUM
$71.2M Disc. AUM
12.7% 3Y CAGR
1 Employees
49 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-25-2007
- Office Locations
- 3
Office Locations
1636 Logan Street Denver CO
409 S. Pugh Street State College PA
-- Elliott City MD
About World Capital Advisors, LLC
World Capital Advisors, LLC is a Denver-based RIA with 3 offices. The firm has been operating for 19 years. Managing $72.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$72.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
15.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ROBERT ELWOOD FLECK
Chief Executive Officer, President
- CRD
- #1348735
- Ownership
- Less than 5%
Available
Available
Available
D
DAVID DWAIN JONES
Chief Compliance Officer, Senior Portfolio Manager
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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L
LISA SUE WEAVER
President
- CRD
- #2557637
Available
Available
Available
E
EDWARD THOMAS WUENSCHELL
Senior Manager
- CRD
- #3196420
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,178,290 | $1,112,161 |
| Non-Discretionary | $807,760 | $807,760 |
| Total | $71,986,050 | $1,107,478 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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