← Tributary

WELCY CAPITAL ADVISORS LLC

MIAMI, FL · CRD 154782 · IAPD ↗ · 786.353.0036

$225.7MRegulatory AUM
4Advisory reps
10Employees
0Clients
n/aPlanning clients
2Private funds
2States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
December 2025 — WELCY CAPITAL ADVISORS LLC's Item 11 disclosure-reporting entries rose by 1 (1 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
50
March 2025 — WELCY CAPITAL ADVISORS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
August 2024 — WELCY CAPITAL ADVISORS LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
July 2024 — WELCY CAPITAL ADVISORS LLC (MIAMI, FL) is newly SEC-registered with $150.6M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.