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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-09-1992
- Office Locations
- 60
Office Locations
About World Equity Group, Inc.
World Equity Group is an independent advisory firm providing wealth management, investment management, retirement and family wealth planning, plus investment banking support for M&A and capital raising. The practice also offers access to pre-IPO funds and investments, and its managed account allocations are heavily ETF-based—useful for issuers seeking model-portfolio distribution across a multi-office footprint.
Team overview
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CRM
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Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
Stephen Stanley Dudas
President
- CRD
- #4820047
- Ownership
- Less than 5%
CRAIG MICHAEL GOULD
Chief Executive Officer
- CRD
- #2367293
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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GUY JAMES ABBANAT
Financial Advisor
- CRD
- #1235698
GEORGE HOYT ABBOUD
Founder
- CRD
- #5757436
Showing 2 of 145 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $939,331,432 | $325,366 |
| Non-Discretionary | $62,036,748 | $553,900 |
| Total | $1,001,368,180 | $333,901 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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