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World Capital Advisors, LLC

● SEC registered since 2014CRD 135941SEC# 801-79761Denver, CO
Export (members)
Reg. AUM
$62M
Employees
1
Accounts
61
Location
Denver, CO

World Capital Advisors, LLC assets under management

World Capital Advisors, LLC is an investment advisory firm registered with the SEC based in Denver, CO. The firm has been registered since 2014. It reports $62 million in regulatory assets under management and employs 1 people.

World Capital Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
David Dwain Jones ControlChief Compliance OfficerUnder 5%2013
Investment Research Corp ControlOwnerOver 75%2020
Robert Elwood Fleck ControlPresident/CeoUnder 5%2008
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Frequently asked questions

How much does World Capital Advisors, LLC manage?

World Capital Advisors, LLC reports $62 million in regulatory assets under management on its Form ADV.

How many employees does World Capital Advisors, LLC have?

World Capital Advisors, LLC reports 1 employees.

Where is World Capital Advisors, LLC located?

World Capital Advisors, LLC is based in Denver, CO and has been SEC-registered since 2014.

Does World Capital Advisors, LLC disclose fund performance?

World Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1636 Logan Street, Denver, CO 80203
Phone804-267-7418
Fax804-323-3205
Office hours9:00 a.m. - 5:00p.m. Est
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$61.2M
Non-discretionary$806K
Total (RAUM)$62M