# World Capital Advisors

World Capital Advisors is a Bank / Wealth / Trust based in Denver, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Denver, United States
- **Region:** North America
- **Address:** Denver, CO, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** worldcapitaladvisors.com

## Regulatory record

- **CRD number:** 135941
- **SEC file number:** 801-79761
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/135941

## About

World Capital Advisors is an SEC-registered investment adviser in Denver, CO, registered since 2014. The firm manages $72 million in assets, $71 million on a discretionary basis. It has one employee and one investment adviser.

## Questions

### Is World Capital Advisors a fiduciary?

As a registered investment advisor operating under the Investment Advisers Act of 1940, World Capital Advisors owes a fiduciary duty to its clients. This means the firm is legally required to put client interests first in every recommendation, disclose conflicts of interest, and seek best execution on trades. Unlike broker-dealers held to the less rigorous suitability standard, RIAs cannot sell clients products simply because they are profitable for the firm unless they are demonstrably in the client's best interest.

### How does the firm's independence affect client outcomes?

Independence means the firm is not owned by a bank, insurance company, or publicly traded financial conglomerate. This separates the advisor's economic interest from product manufacturing, proprietary fund distribution, or cross-selling targets. The firm selects investments and custodians based on client suitability rather than internal revenue mandates, a structure that research by Cerulli Associates and Morningstar associates with stronger alignment in the high-net-worth segment.

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- [WorkSafeBC](https://altss.com/profile/worksafebc)
- [World Holdings](https://altss.com/profile/world-holdings)

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Last updated: 2026-06-03T20:00:00.000Z

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