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FIRM PROFILE

WORLD INVESTMENT ADVISORS, LLC

CRD 208512 · Source month: August 2026

Reported business facts

CRD number
208512Reported in SEC monthly data
Legal name
WORLD INVESTMENT ADVISORS, LLCReported in SEC monthly data
Regulatory assets under management
$71,641,184,639.00Reported in SEC monthly data
Employees
615Reported in SEC monthly data
Employees performing advisory functions
471Reported in SEC monthly data
Individual clients (other than high net worth)
16,604Reported in SEC monthly data
High net worth individual clients
2,165Reported in SEC monthly data
Banking or thrift institution clients
SuppressedReported in SEC monthly data
Investment company clients
Not reportedObserved missing state
Business development company clients
Not reportedObserved missing state
Other pooled investment vehicle clients
2Reported in SEC monthly data
Pension and profit-sharing plan clients
3,742Reported in SEC monthly data
Charitable organization clients
238Reported in SEC monthly data
State or municipal government clients
61Reported in SEC monthly data
Other investment adviser clients
Not reportedObserved missing state
Insurance company clients
Not reportedObserved missing state
Sovereign wealth fund or foreign official clients
Not reportedObserved missing state
Corporation or other business clients
209Reported in SEC monthly data
Other clients
Not reportedObserved missing state

Regulatory assets under management do not measure investment performance. Client categories are reported counts, not a recommendation or service guarantee.

Sources and verification

SEC monthly adviser data →

View current official adviser record →

This directory uses monthly snapshots. The current official record may contain newer filings or registration information.

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