WORLD CAPITAL ADVISORS, LLC

DENVER, Colorado·3 registered advisors·CRD# 135941

SEC# 801-797611804-267-7418

01

Firm Overview

AUM

$57M

Regulatory assets under management

Employees

1

Total firm employees

Advisors

3

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 Planning Investment Management

04

Advisors at WORLD CAPITAL ADVISORS, LLC

3 registered advisors

Kathleen Louise Smith

GLEN ALLEN, Virginia

Robert Elwood Fleck

DENVER, Colorado

Timothy Eugene Taggart

DENVER, Colorado

05

Office Locations

DENVER, Colorado

GLEN ALLEN, Virginia

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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.