Worldwide Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$84,300,000
Total clients
380
8% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
380
Average account size
$221,842
About
Worldwide Capital Advisors, LLC provides discretionary asset management and financial planning and consulting to individuals — including high-net-worth clients — and business entities. The firm reports approximately $84.3 million in assets under management across roughly 380 client relationships.
Advisory work is tailored to each client’s goals, time horizon, and risk tolerance and typically includes a written client profile, asset allocation, investment selection, and ongoing portfolio monitoring with discretionary trading authority. The firm uses a mix of analysis methods (fundamental, technical, charting, cyclical), treats cash as an asset class, and performs periodic reviews that include rebalancing and tax-loss harvesting considerations.
The firm is notable for maintaining a relatively large client base for a small advisory team — roughly 380 clients — which is uncommon among peers and may affect how services are delivered. The owner also operates an affiliated tax-preparation business (Downriver Income Tax) as an enrolled agent, devoting about 25% of his time to that activity; this affiliation is disclosed as a potential conflict of interest and clients may elect to use other professionals.
Client services
Expertise
Occupation focus
Fee options
$0 - $250,000: 1.75% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
$250 per hour for financial planning services
Fee-only: Hourly fee of $250 per hour for financial planning services
Main office location
Worldwide Capital Advisors, LLC
13317 Reeck Ct
Southgate MI 48195, United States
Number of offices
1
Most active in
Florida · Georgia · Michigan · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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