WORLD CAPITAL ADVISORS, LLC
CRD #135941 SEC #801-79761 DENVER, CO 804-267-7418
SEC Registered
Total AUM
$62M
Discretionary
$61.2M
Employees
1
Clients
26
Accounts
61
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $62M | $61.2M | $806K | 1 | 0 |
| Mar 2024 | $57M | $56.2M | $800K | 1 | 0 |
| Mar 2023 | $50.3M | $49.2M | $1.1M | 1 | 0 |
| Mar 2022 | $54.9M | $53.6M | $1.3M | 1 | 0 |
| Mar 2021 | $54M | $52.7M | $1.3M | 1 | 0 |
| Jun 2020 | $47.5M | $46.3M | $1.2M | 1 | 0 |
| Mar 2020 | $47.5M | $46.3M | $1.2M | 1 | 0 |
| Mar 2020 | $102.3M | $62.3M | $40M | 1 | 0 |
| Feb 2020 | $102.3M | $62.3M | $40M | 1 | 0 |
| Apr 2019 | $102.3M | $62.3M | $40M | 1 | 0 |
| Apr 2018 | $372.1M | $42.6M | $329.6M | 1 | 0 |
| Mar 2017 | $286.1M | $35M | $251.1M | 2 | 26 |
| Mar 2016 | $268.7M | $44.8M | $223.9M | 2 | 102 |
| Apr 2015 | $253.7M | $35M | $218.7M | 2 | 102 |
| Apr 2015 | $253.7M | $35M | $218.7M | 2 | 102 |
| Oct 2014 | $240.4M | $33.3M | $207M | 2 | 200 |
| Oct 2014 | $198.3M | $198.3M | $0 | 2 | 200 |
| May 2014 | $306.3M | $306.3M | $0 | 2 | 200 |
| Jun 2012 | $46.2M | $20.1M | $26.2M | 1 | 200 |
| Jun 2012 | $46.2M | $20.1M | $26.2M | 1 | 200 |
| Jun 2012 | $46.2M | $20.1M | $26.2M | 1 | 200 |
| Mar 2012 | $46.2M | $20.1M | $26.2M | 1 | 200 |
| Dec 2011 | $32.2M | $1.9M | $30.3M | 1 | 251 |
| Dec 2011 | $32.2M | $1.9M | $30.3M | 1 | 251 |
| May 2011 | $32.2M | $1.9M | $30.3M | 5 | -- |
| Jan 2011 | $44.7M | $0 | $44.7M | 5 | -- |
| Dec 2010 | $44.7M | $0 | $44.7M | 5 | -- |
| Nov 2010 | $44.7M | $0 | $44.7M | 5 | -- |
| Nov 2010 | $44.7M | $0 | $44.7M | 5 | -- |
| Sep 2010 | $44.7M | $0 | $44.7M | 5 | -- |
| Sep 2010 | $44.7M | $0 | $44.7M | 5 | -- |
| Feb 2008 | $15M | $0 | $15M | 5 | -- |
| Dec 2007 | $15M | $0 | $15M | 5 | -- |
| Dec 2007 | $15M | $0 | $15M | 5 | -- |
| Nov 2007 | $15M | $0 | $15M | 5 | -- |
| Feb 2007 | $0 | $0 | $0 | 5 | -- |
| Jan 2007 | $0 | $0 | $0 | 5 | -- |
| Oct 2005 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$62M
Discretionary$61.2M
Non-Disc.$806K
Employees1
Clients0
DateMar 2024
Total AUM$57M
Discretionary$56.2M
Non-Disc.$800K
Employees1
Clients0
DateMar 2023
Total AUM$50.3M
Discretionary$49.2M
Non-Disc.$1.1M
Employees1
Clients0
DateMar 2022
Total AUM$54.9M
Discretionary$53.6M
Non-Disc.$1.3M
Employees1
Clients0
DateMar 2021
Total AUM$54M
Discretionary$52.7M
Non-Disc.$1.3M
Employees1
Clients0
DateJun 2020
Total AUM$47.5M
Discretionary$46.3M
Non-Disc.$1.2M
Employees1
Clients0
DateMar 2020
Total AUM$47.5M
Discretionary$46.3M
Non-Disc.$1.2M
Employees1
Clients0
DateMar 2020
Total AUM$102.3M
Discretionary$62.3M
Non-Disc.$40M
Employees1
Clients0
DateFeb 2020
Total AUM$102.3M
Discretionary$62.3M
Non-Disc.$40M
Employees1
Clients0
DateApr 2019
Total AUM$102.3M
Discretionary$62.3M
Non-Disc.$40M
Employees1
Clients0
DateApr 2018
Total AUM$372.1M
Discretionary$42.6M
Non-Disc.$329.6M
Employees1
Clients0
DateMar 2017
Total AUM$286.1M
Discretionary$35M
Non-Disc.$251.1M
Employees2
Clients26
DateMar 2016
Total AUM$268.7M
Discretionary$44.8M
Non-Disc.$223.9M
Employees2
Clients102
DateApr 2015
Total AUM$253.7M
Discretionary$35M
Non-Disc.$218.7M
Employees2
Clients102
DateApr 2015
Total AUM$253.7M
Discretionary$35M
Non-Disc.$218.7M
Employees2
Clients102
DateOct 2014
Total AUM$240.4M
Discretionary$33.3M
Non-Disc.$207M
Employees2
Clients200
DateOct 2014
Total AUM$198.3M
Discretionary$198.3M
Non-Disc.$0
Employees2
Clients200
DateMay 2014
Total AUM$306.3M
Discretionary$306.3M
Non-Disc.$0
Employees2
Clients200
DateJun 2012
Total AUM$46.2M
Discretionary$20.1M
Non-Disc.$26.2M
Employees1
Clients200
DateJun 2012
Total AUM$46.2M
Discretionary$20.1M
Non-Disc.$26.2M
Employees1
Clients200
DateJun 2012
Total AUM$46.2M
Discretionary$20.1M
Non-Disc.$26.2M
Employees1
Clients200
DateMar 2012
Total AUM$46.2M
Discretionary$20.1M
Non-Disc.$26.2M
Employees1
Clients200
DateDec 2011
Total AUM$32.2M
Discretionary$1.9M
Non-Disc.$30.3M
Employees1
Clients251
DateDec 2011
Total AUM$32.2M
Discretionary$1.9M
Non-Disc.$30.3M
Employees1
Clients251
DateMay 2011
Total AUM$32.2M
Discretionary$1.9M
Non-Disc.$30.3M
Employees5
Clients--
DateJan 2011
Total AUM$44.7M
Discretionary$0
Non-Disc.$44.7M
Employees5
Clients--
DateDec 2010
Total AUM$44.7M
Discretionary$0
Non-Disc.$44.7M
Employees5
Clients--
DateNov 2010
Total AUM$44.7M
Discretionary$0
Non-Disc.$44.7M
Employees5
Clients--
DateNov 2010
Total AUM$44.7M
Discretionary$0
Non-Disc.$44.7M
Employees5
Clients--
DateSep 2010
Total AUM$44.7M
Discretionary$0
Non-Disc.$44.7M
Employees5
Clients--
DateSep 2010
Total AUM$44.7M
Discretionary$0
Non-Disc.$44.7M
Employees5
Clients--
DateFeb 2008
Total AUM$15M
Discretionary$0
Non-Disc.$15M
Employees5
Clients--
DateDec 2007
Total AUM$15M
Discretionary$0
Non-Disc.$15M
Employees5
Clients--
DateDec 2007
Total AUM$15M
Discretionary$0
Non-Disc.$15M
Employees5
Clients--
DateNov 2007
Total AUM$15M
Discretionary$0
Non-Disc.$15M
Employees5
Clients--
DateFeb 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--