World Capital Advisors, LLC
● SEC registered since 2014CRD 135941SEC# 801-79761Denver, CO
Reg. AUM
$72M
Employees
1
Accounts
65
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 $72 million in regulatory assets under management and employs 1 people.
World Capital Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Dwain Jones Control | Chief Compliance Officer | Under 5% | 2013 |
| Investment Research Corp Control | Owner | Over 75% | 2020 |
| Robert Elwood Fleck Control | President/Ceo | Under 5% | 2008 |
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Join to unlock · $37/moFrequently asked questions
How much does World Capital Advisors, LLC manage?
World Capital Advisors, LLC reports $72 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
| Address | 1636 Logan Street, Denver, CO 80203 |
| Phone | 804-267-7418 |
| Fax | 804-323-3205 |
| Office hours | 9:00 a.m. - 5:00p.m. Est |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$72M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$72Mregulatory AUM
Discretionary $71.2MNon-discretionary $808K