World Capital Advisors, LLC

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Client assets under management

$49,702,454

Clients

72% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,274,422

About

World Capital Advisors provides investment advice, asset management and fee-based financial planning to individuals, retirement accounts, trusts, estates and small business clients. The firm offers access to separately managed accounts and third‑party investment programs as part of its advisory services.

The firm implements client strategies largely by enrolling accounts in third‑party advisor programs and custodial platforms (its brochure lists providers such as ITS Asset Management, SEI, National Philanthropic Trust, Charles Schwab and Fidelity) and reviews client accounts at least annually while offering consolidated reporting. World Capital Advisors accepts limited discretionary authority when authorized and defers trade execution, proxy voting and certain administrative responsibilities to the third‑party managers it uses.

A noteworthy feature of the firm is its ownership and affiliation with Investment Research Corporation; the brochure discloses that the firm’s president serves on IRC’s investment committee and that there are compensation arrangements tied to the American Growth Fund, which the firm identifies as a potential conflict of interest. The brochure also discloses that the firm may receive revenue sharing from third‑party managers and that its relationships with those managers are governed by written agreements.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business succession planning General estate planning guidance

Fee options

Fixed

One-time financial plans charged on a project basis

Percentage

$0 - $5,000: Not specified $5,000 - $25,000: Not explicitly stated, but accounts typically start at this range for Mutual Fund Accounts $100,000+: Not explicitly stated, but minimum for ETF and Privately Managed Accounts $25,000 - $100,000: Not specified

Project-based

Typically $250 per hour

Subscriptions

Ongoing advisory services range from $500-$1500 per month

Other

Account minimum: $5,000 - $25,000 for Mutual Fund Accounts; $100,000 for ETF and Privately Managed Accounts (minimums may be waived at the firm's discretion) Fee-only: Hourly fees typically $250/hour; ongoing advisory services $500-$1500/month; one-time financial plans charged on project basis

Main office location

World Capital Advisors, LLC

1636 Logan Street

Denver CO 80203, United States

Number of offices

Most active in

Pennsylvania · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

804-267-7418

Advisors at this firm

Robert F

CFP®, Series 63, Series 65

Denver, CO

World Capital Advisors, LLC

Robert Fleck is a CFP® professional with 34 years of experience in financial advising. He is the owner and president of Lifestyle Financial Advisors, providing financial planning and wealth management services for high net worth clients since 2006. He also serves on the investment committee of the American Growth Fund, a mutual fund, in an uncompensated role. Additionally, Fleck has involvement in family real estate investment companies and holds corporate secretary positions with Progressive Development Associates, LLC and Wine Mountain, LLC. World Capital Advisors, LLC offers investment advice, asset management, and fee-based financial planning to individuals, trusts, retirement accounts, qualified pension and profit plans, and corporate entities. The firm uses a combination of fundamental, technical, and charting analyses and typically implements client strategies through third-party managers and advisory programs.

Business succession planning General estate planning guidance

Edward W

Series 63, Series 65

Elliott City, MD

World Capital Advisors, LLC

Edward Wuenschell is a financial advisor at World Capital Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with World Capital Advisors since 2011. In addition to his advisory role, he is the owner of FW Benefit Professionals, LLC, a firm specializing in employee benefits and retirement plan advisory services. World Capital Advisors provides investment advice, asset management, and fee-based financial planning to individuals, trusts, pension plans, and corporate clients. The firm uses a combination of third-party managers and proprietary analysis to implement client strategies and offers a range of planning services including estate, retirement, and business succession planning.

Business succession planning General estate planning guidance

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