WORLD CAPITAL ADVISORS, LLC
B60
CRD 135941·SEC 801-79761·DENVER, CO
AUM
$72.0M
$25M-$100M
Est. Revenue
$720K
@ 1% on AUM
Est. EBITDA
$216K
@ 30% margin
Est. Deal Value
$1.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $102.3M
'21 · $47.5M
'22 · $54.0M
'23 · $54.9M
'25 · $62.0M
'26 · $72.0M
'20'26
$102.3M → $72.0M▼ -30%
Operations
Advisory staff (5-yr trend)
'20 · 1 advisors
'21 · 1 advisors
'22 · 1 advisors
'23 · 1 advisors
'25 · 1 advisors
'26 · 1 advisors
'20'26
1 advisors → 1 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.