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WELCY CAPITAL ADVISORS LLC
CRD 154782 · SEC 801-130588
1101 BRICKELL AVENUE, SUITE 1600, MIAMI, FL, 33131, United States
Phone
786.353.0036
Fax
3053150445
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$225.7M
Discretionary AUM
$211.7M
Team
10 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; CONSULTING FEES
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $3.0M |
| High net worth individuals | 1 | $3.2M |
| Banking/thrift institutions | 1 | $18.3M |
| Pooled investment vehicles | 2 | $187.5M |
| Corporations/business entities | 5 | $13.7M |
States served
NJ, FL
All web addresses on file
Official SEC filing: View on IAPD