Timothy Brock Boleman

Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2026 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA
• 11/2024 → Present
  The 410 Bridge
  Alpharetta, GA
• 05/2016 → 11/2024
  Mission: Hope
  Alpharetta, GA

Other Businesses

1. Singa Impact Group; Non-Investment Related; 1425 Market Blvd, Ste 530, 93, Roswell, GA 30075; The business provides strategic and operational consulting services to impact-driven organizations and businesses; Member; 09/13/2021; 1 hour per month; 0 hours during trading hours; Provide limited, as-needed strategic and operational consulting support, including high-level input on organizational strategy and execution. To date, duties have been minimal and limited to a single completed project. Services may include organizational strategy, leadership development, program design, and operational planning. The activity does not involve securities, investment advice, investment management, or recommendations of financial products. 2. The 410 Bridge; Non-Investment Related; 3755 Marconi Drive, Suite 106, Alpharetta, GA 30005; The 410 Bridge is a 501(c)(3) nonprofit organization that does community development work in developing countries. The organization receives charitable donations to fund and carry out its mission to help communities overcome poverty; Chief Operating Officer; 11/1/2024; 64; 40; Support the CEO and board with strategic planning, Oversee the global programs team, and Cultivate relationships with donor partners for nonprofit fundraising; The activity does not involve securities, investment advice, investment management, or recommendations of financial products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-19