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Worthington Capital Management, LLC (Memphis)


Worthington Capital Management, LLC is an investment adviser to an investment company based in Memphis. It manages $2.51 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014.

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Worthington Capital Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Worthington Capital Management: assets under management

The assets under management (AUM) of Worthington Capital Management, LLC is $2.51 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.51 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.51 million each.
Worthington Capital Management has custody of $2.51 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Worthington Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Memphis

The principal office where Worthington Capital Management, LLC performs its advisory services is located at 6075 Poplar Avenue, Suite 221, Memphis, TN 38119, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 901-259-6300 or by fax 901-259-6330. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at worthingtonfunds.com.


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