WELCY CAPITAL ADVISORS LLC

CRD 154782File 801-130588

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$225.7M

Below cohort median (national)

Discretionary AUM

$211.7M

Non-discretionary $14.0M

Clients

21 accounts

Employees

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://www.linkedin.com/company/welcy-capital-advisors-llc/?viewAsMember=true

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, 5G

Compensation

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
Aug 12, 2026	Registration	—	APPROVED

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.