Worch Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$35,140,267
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
18
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
18
LowAverage account size
$1,952,237
About
Worch Capital provides discretionary and non-discretionary investment management, financial planning, and consulting to individual and institutional clients and operates a private pooled investment vehicle (Worch Capital Partners, LP). The firm serves as general partner to that Fund and also manages separately managed accounts and advisory consulting engagements.
The firm employs a proprietary strategy that blends momentum/swing trading and special‑situations fundamental research, drawing on both technical and fundamental analysis. Trades can be active and the program may use short sales, margin and options and other derivatives, and the firm may increase cash or employ hedges when taking a defensive posture.
Worch Capital is notable among independent advisers for acting as adviser and general partner to a private pooled vehicle while simultaneously managing separate accounts and charging performance‑based compensation, a combination that is uncommon in its peer group. The firm also uses borrowing and derivatives in separately managed accounts and documents trade‑allocation and compliance reviews to address the potential conflicts created by side‑by‑side management; the managing member owns 100% of the firm and regulatory assets under management are reported at about $71.1 million.
Client services
Financial planning
Portfolio management
Consulting services for professional investment managers
Consulting services for professional investment managers
Expertise
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Fee options
Consulting fees may be fixed or hourly, agreed case-by-case
$200 - $450 per hour for consulting services
20% performance fee on profits exceeding high water mark for Fund and managed accounts
Account minimum: $500,000 for the Fund (negotiable, can be reduced); $1,000,000 for discretionary separately managed accounts (negotiable); $250,000 for asset allocation separately managed accounts (negotiable); no minimum for non-discretionary accounts; consulting services minimum determined case-by-case
Main office location
Worch Capital LLC
11300 Rockville Pike
Rockville MD 20852, United States
Number of offices
1
Most active in
Worch Capital LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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