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.
Overview
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 Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Worch Capital in Altss
Explore available research and relationship coverage for this adviser in Altss.