World Equity Group, Inc.

Registered investment adviser · Schaumburg, IL · CRD #29087

Form ADV data as of 2026-09-01

Regulatory assets

$1.00 billion

Total accounts

2,999

Employees

165

Disclosure events

Firm details

Website: http://www.worldequitygroup.com/
Telephone: 847-342-1700
SEC file number: 801-56328
Most recent Form ADV filing: 2026-06-09
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 5 disclosure questions answered Yes, covering 18 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Another regulator found a false statement, omission, or dishonest, unfair, or unethical conduct
Another regulator found a violation of investment-related regulations or statutes
Another regulator entered an order in connection with investment-related activity (past 10 years)
A self-regulatory organization found a violation of its rules
A self-regulatory organization expelled, suspended, barred, or restricted the firm

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$939.3 million
Non-discretionary regulatory assets under management	$62.0 million
Total regulatory assets under management	$1.00 billion
Discretionary accounts	2,887
Non-discretionary accounts	112
Total accounts	2,999
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	165
Employees performing investment advisory functions (including research)	52
Employees who are registered representatives of a broker-dealer	148
Employees registered as investment adviser representatives with a state	49
Employees registered as IARs for another investment adviser	12
Employees who are licensed insurance agents	20
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops

Other business activities

Broker-dealer (registered or unregistered)Insurance broker or agent

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Accountant or accounting firmInsurance company or agency

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Executes agency cross transactions involving advisory client securities
Recommends securities for which it serves as underwriter or general partner
Recommends brokers or dealers to clients
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	3,029	$364.3 million
High net worth individuals	122	$637.0 million