Broker-dealer firm · Schaumburg, IL
World Equity Group, Inc.
SEC-registered investment adviser · CRD 29087 · SEC 801-56328
At a glance
World Equity Group, Inc. is an SEC-registered investment adviser based in Schaumburg, Illinois, with $1.0 billion in regulatory assets under management as of its Form ADV filed June 9, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 3,151 individual clients. By Form ADV it is a broker-dealer firm, ranked 164th of 391 broker-dealer firms and 5,384th of 17,210 SEC-registered advisers by assets.
Main office 847-342-1700worldequitygroup.comAs filed on Form ADV
- Regulatory AUM
- $1.0B
- Rank among broker-dealer firms
- #164 of 391
- Rank among all SEC RIAs
- #5,384 of 17,210
- Rank in Illinois
- #255 of 684
- Individual clients
- 3,151
- High-net-worth clients
- 122
- Accounts
- 2,999
- Discretionary
- 94% of AUM
- Employees
- 165
- Advisory staff
- 52
- Offices
- 38
Owners and executives on its Form ADV
- Mark John Jr LishchynskyChief Operating Officer
- William Dudley Jr WebbChief Compliance Officer
- Craig Michael GouldChief Executive Officer
- Stephen Stanley DudasPresident
Custody and brokerage
Custodian
World Equity Group, Inc.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
World Equity Group, Inc. is a hybrid RIA: 148 of its employees are also registered representatives of a broker-dealer. It reports a broker-dealer among its affiliates on Form ADV.
Its Form ADV brochure (filed June 2026) names World Equity Group as the broker-dealer its advisers are registered with.
Pursuant to the program, an Investment Advisor Representative associated with WEG, or associated with an investment advisory firm who has been provided access to the Reps Choice Money Management Program, assists clients with the allocation
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 122 | $637M | 64% |
| Individuals | 3,029 | $364M | 36% |
Disciplinary disclosures
World Equity Group, Inc. answers yes to 18 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗worldequitygroup.com ↗
AtlasMembers
The full record on World Equity Group, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 123 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does World Equity Group, Inc. manage?
World Equity Group, Inc. reports $1.0 billion in regulatory assets under management across 2,999 accounts, 94% of it on a discretionary basis, on its Form ADV filed June 9, 2026.
What kind of firm is World Equity Group, Inc.?
World Equity Group, Inc. is a broker-dealer firm by its Form ADV answers. The firm is itself registered as a broker-dealer as well as an investment adviser. A public reporting company controls it.
Who are World Equity Group, Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($637 million, 122 clients); individuals ($364 million, 3,029 clients).
Does World Equity Group, Inc. have any disciplinary history?
World Equity Group, Inc. answers yes to 18 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is World Equity Group, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-09), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →