Worldwide Capital Advisors, LLC

Overview

Worldwide Capital Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and also works with small businesses. Its advisory services center on financial planning and discretionary portfolio management, and it operates alongside insurance brokerage activities. Fee arrangements combine a percentage-of-AUM schedule with the availability of hourly charges. The adviser does not self-identify as an ESG-focused manager, is not positioned as a multi-state adviser, and is not described as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives