World Capital Management
Firm details
- Headquarters
- Sebastopol, California
- CRD number
- 333303
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI59.14%
- Individuals40.86%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
World Capital Management is a very small, sole‑proprietor advisory practice that provides portfolio management for individuals and small businesses. The firm charges either a percentage of assets under management or fixed fees and operates as an individual‑owner advisory business rather than a multi‑state or institutional platform. Its filings indicate it does not position itself as a capital allocator and it does not emphasize ESG integration in its investment approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- US Government Bonds49%
- Other1%
Owners & executives
1 of 1
Chandriga Walker
CEOCRD 5022663
Contacts
1 of 1
Peter Walker
Founder & Investment AnalystCRD 821214
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sebastopol, CA
Sonoma
Location
Sebastopol, CA
Headquartered in Sebastopol, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Sonoma
- Address
- 12620 Du Pont Rd
- Time zone
- PT (UTC-8)
- Office locations
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