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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

WORLD CAPITAL ADVISORS, LLC

CRD 135941

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b50804c3-e609-2ce5-8a77-fd8186f9a94f

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 5
On other graphs: 0
Observed: Dec 2, 2011 to Mar 30, 2026
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.69 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $72.0MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $71.2M
Private client RAUM: $49.7MderivedItem 5.D individuals plus high net worth individuals
Private client share: 69%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $24.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 1
Advisory employees: 1
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 65
Individual clients: 11
High net worth clients: 28
SEC number: 801-79761
CRD: 135941
Filings on the tape: 26
First filed: Dec 2, 2011
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, VA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROBERT ELWOOD FLECK	Certified Financial Planner	DENVER, CO	19	41	1	no
LISA SUE WEAVER	n/a	STATE COLLEGE, PA \| DENVER, CO	15	26	n/a	no
EDWARD THOMAS WUENSCHELL	n/a	DENVER, CO \| ELLIOTT CITY, MD	15	27	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FLECK, ROBERT, ELWOOD	PRESIDENT/CEO	Na	yes	08/2008	Dec 2, 2011	Mar 30, 2024
INVESTMENT RESEARCH CORP	Owner	E	yes	01/2020	Feb 3, 2020	Mar 30, 2024
JONES, DAVID, DWAIN	CHIEF COMPLIANCE OFFICER	Na	yes	01/2013	May 12, 2014	Mar 30, 2024
TAGGART, TIMOTHY, EUGENE	Owner	E	yes	04/2004	Feb 3, 2020	Mar 30, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
INVESTMENT RESEARCH CORP	n/a	Independent wealth	$76.3M	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
MANAKIN SBOT	Va	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$72.0M	$71.2M	1	1	1	n/a	n/a
2024	Mar 31, 2025	$62.0M	$61.2M	1	1	1	n/a	n/a
2023	Mar 30, 2024	$57.0M	$56.2M	1	1	1	n/a	n/a
2022	Mar 30, 2023	$50.3M	$49.2M	1	1	1	n/a	n/a
2021	Mar 30, 2022	$54.9M	$53.6M	1	1	1	n/a	n/a
2020	Mar 31, 2021	$54.0M	$52.7M	1	1	1	n/a	n/a
2019	Mar 31, 2020	$47.5M	$46.3M	1	1	1	n/a	n/a
2018	Apr 17, 2019	$102M	$62.3M	1	1	0	n/a	n/a
2017	Apr 3, 2018	$372M	$42.6M	1	1	0	n/a	n/a
2016	Mar 30, 2017	$286M	$35.0M	2	1	n/a	n/a	n/a
2015	Mar 31, 2016	$269M	$44.8M	2	1	n/a	n/a	n/a
2014	Apr 9, 2015	$254M	$35.0M	2	1	n/a	n/a	n/a
2011	Mar 29, 2012	$46.2M	$20.1M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$72.0M	$62.0M	16.0%	$50.3M	12.7%	1	1	1	1

Relationships

Affiliated with (2)

→ INVESTMENT RESEARCH CORPRegistered adviserother investment adviser, control, common control
factForm ADV
← INVESTMENT RESEARCH CORPRegistered adviserother investment adviser, control, common control
factForm ADV

Registered with (12)

← EDWARD THOMAS WUENSCHELLAdvisorregistration: current employment
Jun 6, 2011 to presentfactForm ADV
← LISA SUE WEAVERAdvisorregistration: current employment
Apr 12, 2011 to presentfactForm ADV
← ROBERT ELWOOD FLECKAdvisorregistration: current employment
May 25, 2007 to presentfactForm ADV
← TRACEY JO CHILDERS-GUMMOAdvisorregistration: previous registration
Jul 23, 2008 to Mar 21, 2016factForm ADV
← KATHLEEN LOUISE THOMPSONAdvisorregistration: previous registration
May 5, 2010 to Jan 28, 2013factForm ADV
← ALFRED JAMES FERONTIAdvisorregistration: previous registration
Jan 16, 2008 to Dec 31, 2010factForm ADV
← MICHAEL JAMES THROCKMORTONAdvisorregistration: previous registration
Jan 13, 2009 to Dec 31, 2010factForm ADV
← PAUL WILLIAM FOSTERAdvisorregistration: previous registration
Jan 13, 2009 to Dec 31, 2010factForm ADV
← BRIAN JOSEPH REGANAdvisorregistration: previous registration
Jul 11, 2008 to Jul 23, 2010factForm ADV
← ERIK ROBERT DODDSAdvisorregistration: previous registration
Feb 11, 2008 to May 24, 2010factForm ADV
← WILLIAM JOSEPH LAHRAdvisorregistration: previous registration
Apr 2, 2008 to Oct 21, 2008factForm ADV
← BRIAN MASON ROYALAdvisorregistration: previous registration
May 25, 2007 to Jul 16, 2008factForm ADV

Controls (4)

← TAGGART, TIMOTHY, EUGENEOwnerOWNER, ownership code E, individual
Feb 3, 2020 to Mar 30, 2024factForm ADV
← INVESTMENT RESEARCH CORPOwnerOWNER, ownership code E, domestic entity
Feb 3, 2020 to Mar 30, 2024factForm ADV
← FLECK, ROBERT, ELWOODOwnerPRESIDENT/CEO, ownership code NA, individual
Dec 2, 2011 to Mar 30, 2024factForm ADV
← JONES, DAVID, DWAINOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 12, 2014 to Mar 30, 2024factForm ADV

Dated events

Occurred
Feb 3, 2020
Control person joined
Eugene Timothy Taggart (Owner) appeared on Schedule A of World Capital Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Feb 3, 2020
Control person left
Ann Janis Fleck (Owner And Member) no longer on Schedule A of World Capital Advisors, Llc (listed 2019-04-17, absent 2020-02-03)
Form ADVobserved 4 days ago
Occurred
Feb 3, 2020
Control person left
Rose Carolina Fleck Walters (Owner And Member) no longer on Schedule A of World Capital Advisors, Llc (listed 2019-04-17, absent 2020-02-03)
Form ADVobserved 4 days ago
Occurred
Apr 17, 2019
Regulatory AUM changed
World Capital Advisors, Llc reported RAUM $102.3M, down 73% from $372.1M (2018-04-03 to 2019-04-17)
Form ADVobserved 4 days ago
$-270M
Occurred
May 12, 2014
First Form ADV filing
World Capital Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b50804c3-e609-2ce5-8a77-fd8186f9a94f
First observed: Dec 2, 2011
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WORLD CAPITAL ADVISORS, LLC

CRD 135941

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b50804c3-e609-2ce5-8a77-fd8186f9a94f

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:54 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT ELWOOD FLECK

Certified Financial Planner

DENVER, CO

LISA SUE WEAVER

n/a

STATE COLLEGE, PA | DENVER, CO

n/a

EDWARD THOMAS WUENSCHELL

n/a

DENVER, CO | ELLIOTT CITY, MD

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FLECK, ROBERT, ELWOOD

PRESIDENT/CEO

yes

08/2008

Dec 2, 2011

Mar 30, 2024

INVESTMENT RESEARCH CORP

Owner

yes

01/2020

Feb 3, 2020

Mar 30, 2024

JONES, DAVID, DWAIN

CHIEF COMPLIANCE OFFICER

yes

01/2013

May 12, 2014

Mar 30, 2024

TAGGART, TIMOTHY, EUGENE

Owner

yes

04/2004

Feb 3, 2020

Mar 30, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

INVESTMENT RESEARCH CORP

n/a

Independent wealth

$76.3M

yes

n/a

City

State

Country

Employees

Also broker-dealer

MANAKIN SBOT

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$72.0M

$71.2M

n/a

2024

Mar 31, 2025

$62.0M

$61.2M

n/a

2023

Mar 30, 2024

$57.0M

$56.2M

n/a

2022

Mar 30, 2023

$50.3M

$49.2M

n/a

2021

Mar 30, 2022

$54.9M

$53.6M

n/a

2020

Mar 31, 2021

$54.0M

$52.7M

n/a

2019

Mar 31, 2020

$47.5M

$46.3M

n/a

2018

Apr 17, 2019

$102M

$62.3M

n/a

2017

Apr 3, 2018

$372M

$42.6M

n/a

2016

Mar 30, 2017

$286M

$35.0M

n/a

2015

Mar 31, 2016

$269M

$44.8M

n/a

2014

Apr 9, 2015

$254M

$35.0M

n/a

2011

Mar 29, 2012

$46.2M

$20.1M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$72.0M

$62.0M

16.0%

$50.3M

12.7%