RIA IntelAdvisersMarylandWORCH CAPITAL LLC

WORCH CAPITAL LLC

Advisory

ROCKVILLE, MD

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in MD
#412
of 468 advisers by AUM
Average account
$2M
across 47 accounts
AUM per adviser
$72M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$72M
Discretionary %
92.7%
Clients
19
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$72M
Discretionary AUM$66M
Non-Discretionary AUM$5M
Discretionary %92.7%
Total Clients19
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMD
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

TRASATTI WEALTH PLANNING, LLC
BALTIMORE, MD
$72M
CROSS KEYS SECURITIES LIMITED PARTNERSHIP
BALTIMORE, MD
$73M
+4.8% 1Y
EUCLID INVESTMENT ADVISORY, LLC
BETHESDA, MD
$70M
-12.5% 1Y
BRIGHTPATH WEALTH ADVISORS LLC
CROFTON, MD
$70M
AMERICAN ASSET MANAGEMENT GROUP INC
ROCKVILLE, MD
$69M
+6.2% 1Y
STRATUS CAPITAL MANAGEMENT, LLC
$75M

Get the full picture on WORCH CAPITAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WORCH CAPITAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans