# Worch Capital LLC

> Worch Capital LLC is a state-registered investment advisory firm in Rockville, MD, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 155220
- Filed as: WORCH CAPITAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rockville, MD
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155220
- AdvisorCensus page: https://advisorcensus.com/firm/worch-capital-llc-rockville-md-155220

## Quick answers

**How is Worch Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Worch Capital LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Worch Capital LLC located?**
Worch Capital LLC's principal office is in Rockville, MD, according to its Form ADV.

**Is Worch Capital LLC registered with the SEC or a state?**
Worch Capital LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 155220.

**How much does Worch Capital LLC manage?**
Worch Capital LLC reports $71,687,864 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (93% discretionary).

**What types of clients does Worch Capital LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (18); pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Worch Capital LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/155220

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $71,687,864
- Discretionary: $66,450,060
- Non-discretionary: $5,237,804

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 18 | $35,140,267 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $36,547,597 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2010 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- worchcapital.blogspot.com
- worchcapital.com
- LinkedIn @ryan-worch-a0744b21
- X @WorchCapital
- X @ryanworch

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Worch Capital LLC (CRD 155220): Form ADV filing data as of October 2026.