WORLD CAPITAL ADVISORS, LLC

DENVER, Colorado·5 registered advisors·CRD# 135941
SEC# 801-797611804-267-7418
01

Firm Overview

AUM
$57M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WORLD CAPITAL ADVISORS, LLC

5 registered advisors
Carolina Rose Fleck Walters
GLEN ALLEN, Virginia
Janis Ann Fleck
GLEN ALLEN, Virginia
Kathleen Louise Smith
GLEN ALLEN, Virginia
Robert Elwood Fleck
DENVER, Colorado
Timothy Eugene Taggart
DENVER, Colorado
05

Office Locations

GLEN ALLEN, Virginia
3 advisors
DENVER, Colorado
2 advisors

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Data sourced from SEC Form ADV filings. WORLD CAPITAL ADVISORS, LLC (CRD# 135941) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.