RIA · CRD 155220Private Fund Adviser

Updated:

Worch Capital

WORCH CAPITAL LLC is a state-registered investment adviser in ROCKVILLE, MD. The firm manages $72 million in assets, $66 million on a discretionary basis.

Worch Capital

WORCH CAPITAL LLC is a state-registered investment adviser in ROCKVILLE, MD. The firm manages $72 million in assets, $66 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Rockville

Corporate office

New York, NY, United States

Principals

Lloyd H. Worch IV

Managing Member

Frequently asked questions

How does Worch Capital approach risk management in its equity portfolio?

The firm integrates technical analysis directly into its risk-management framework. Rather than using stop-losses as a last resort, Worch Capital positions trend-following and momentum signals as an explicit risk gate — the team sizes positions and times exits based on observed market behavior, and has demonstrated a willingness to raise cash or rotate defensively during sustained drawdowns. This hybrid approach combines fundamental research with systematic trend discipline.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Rockville RIA profiles