Welcy Capital Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 30, 2026, reports $226M in regulatory assets under management, 10 employees, 1 office, and 21 accounts.
Assets Under Management
$226M
Employees
10
Offices
1 office
Total Clients
19
Primary office
MIAMI, FL
1101 BRICKELL AVENUE, SUITE 1600, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.6% of total clients.
Top client categories% of clientsClients
1
Individuals
52.6%
10
2
Corporations
26.3%
5
3
Pooled Investment Vehicles
10.5%
2
4
HNWI
5.3%
1
5
Banks
5.3%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$226Mas of March 30, 2026
Discretionary93.8%
$212M
94% of total RAUM93.8%
Non-discretionary6.2%
$14M
6% of total RAUM6.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$226M
Total Accounts21
10Y AUM Change+$75M (+49.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee2:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.