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WELCY CAPITAL ADVISORS LLC
CRD 154782File 801-130588
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$225.7M
Below cohort median (national)
Discretionary AUM
$211.7M
Non-discretionary $14.0M
Clients
19
21 accounts
Employees
10
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 28, 2024
- Principal office
- 1101 BRICKELL AVENUE, SUITE 1600, MIAMI, FL, 33131
- Phone
- 786.353.0036
- Website
- https://welcycap.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $225.7M
- Discretionary AUM
- $211.7M
- Non-discretionary AUM
- $14.0M
- Discretionary accounts
- 14
- Non-discretionary accounts
- 7
- Total accounts
- 21
- AUM per client
- $11.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $13.7M |
| High net worth individuals | Fewer than 5 | $3.2M |
| Pooled investment vehicles | 2 | $187.5M |
| Banking or thrift institutions | Fewer than 5 | $18.3M |
| Individuals (other than high net worth individuals) | 10 | $3.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — CONSULTING FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 20 | 19 | decreased by1 |
| Apr 1, 2026 | AUM | $183,631,565 | $225,737,911 | increased by$42,106,346 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 18 | 20 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $171,355,837 | $183,631,565 | increased by$12,275,728 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 19 | 21 | increased by2 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WELCY CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WELCY CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.