WCA Advisors, LLC

Overview

WCA Advisors, LLC is a Florida-registered limited liability company that serves both individual/family clients and some institutional relationships. The firm describes its role as a capital allocator and provides portfolio management for individuals and small businesses, along with manager selection services—meaning it both directly manages client portfolios and sources third-party advisers or funds for client allocations. Compensation is through a percentage-of-assets model and by hourly fees. WCA reports an affiliation with a broker-dealer and does not indicate use of ESG investing as a primary approach.

Assets & Accounts

Investments & Alternatives

Location & Offices