CRD: 333303
World Capital Management
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Equity Trust · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-22-2025
- Office Locations
- 1
Office Locations
About World Capital Management
WorldCapitalManagement is a Sebastopol, CA investment firm offering managed accounts and broader financial services, including financial planning, insurance, and portfolio construction. The firm emphasizes active management, asset allocation, and risk management, with portfolios primarily implemented via ETFs and U.S. government/agency holdings. A notable differentiator for partners is its “Stock Market Indexer” tool offered via trial registration.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHANDRIGA WALKER
Chief Executive Officer
- CRD
- #5022663
- Ownership
- 75% or more
PETER CRAWFORD WALKER
CHIEF OPERATING OFFICER
- CRD
- #821214
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $558,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $558,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing