WORLDWIDE CAPITAL ADVISORS, LLC

Overview

Worldwide Capital Advisors, LLC is an independent registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals, families and small businesses, with some institutional relationships. The firm runs discretionary equity-focused portfolios and charges clients on a percentage-of-AUM basis for ongoing management, supplemented by hourly fees for planning or project work. Investment activity centers on exchange-traded equities and separately managed account strategies, with a clear tilt toward liquid, tradable instruments rather than private-only allocations. The firm is not positioned as an ESG specialist, and it lists an accounting affiliation that suggests close coordination with tax and accounting professionals in client engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices