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They include 16,604 other individuals, 3,742 pension and profit-sharing plans and 2,165 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 21 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does World Investment Advisors offer?","answer":"World Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does World Investment Advisors use?","answer":"World Investment Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $21,079,310,778 and Empower Financial Services, Inc. (Greenwood Village, CO), with $10,945,922,636. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does World Investment Advisors have?","answer":"World Investment Advisors has 249 investment adviser representatives registered with state securities authorities, out of 615 employees, and 471 perform investment advisory functions. 205 are registered representatives of a broker-dealer and 94 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does World Investment Advisors invest in?","answer":"At the end of its last fiscal year, World Investment Advisors’ separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities and 2% cash and equivalents. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns World Investment Advisors?","answer":"World Investment Advisors is owned through a chain of holding companies by CB World Management, LLC. Its direct owner is Wia Holdings, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 21 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does World Investment Advisors get paid?","answer":"World Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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