RIA Intel›Advisers›Ohio›WORLD CHOICE SECURITIES, INC.

WORLD CHOICE SECURITIES, INC.

Advisory

COLUMBUS, OH

Data as of Aug 4, 2026 · Source: SEC Form ADV

Average account

$621K

across 43 accounts

AUM per adviser

$9M

3 advisers

Source: SEC Form ADV. Figures as filed Aug 4, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$27M

Discretionary AUM$21M

Non-Discretionary AUM$6M

Discretionary %78.3%

Total Clients43

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, OH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

43 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

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

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$26M

FRY INVESTMENT ADVISORS, INC.

CENTERVILLE, OH

$27M

BOUTIQUE WEALTH ADVISORS LLC

$26M

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