WCA Advisors, LLC

Overview

WCA Advisors, LLC is structured as a limited liability company that provides portfolio management for individuals and small businesses and also performs selection of other advisers. The firm serves both individual/family clients and some institutional relationships. Compensation is primarily fee-based, using a percentage-of-assets model supplemented by hourly charges. WCA does not report itself as an active ESG investor; it lists a broker-dealer affiliation as part of its industry relationships and identifies as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices