World Capital Advisors, Llc
- Regulatory AUM
- $72.0M
- Discretionary
- $71.2M
- Clients
- 49
- Avg AUM / client
- $1.5M
- Accounts
- 65
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 11 | $2.0M | 2.81% |
| High net worth individuals | 28 | $47.7M | 66.2% |
| Corporations and other businesses | 3 | $6.6M | 9.22% |
| Other | 7 | $15.6M | 21.7% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy Eugene Taggart | Owner | Apr 2004 (22y) | ≈ 56.25% – 100% via Investment Research Corp | |
| Robert Elwood Fleck | President/Ceo | CFP | May 2007 (19y) | Less than 5% |
| Jones, David, Dwain | Chief Compliance Officer | Jan 2013 (14y) | Less than 5% | |
| Lisa Sue Weaver | Registered representative | Apr 2011 (15y) | ||
| Edward Thomas Wuenschell | Registered representative | Jun 2011 (15y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Investment Research Corp | Owner | Jan 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Timothy Eugene Taggart: 75% – 100% of Investment Research Corp × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 984 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗