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U.S. CAPITAL WEALTH ADVISORS, LLC

4444 Westheimer Rd.
Suite G500
Houston, Texas 77027
Tel: 713-366-0500

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About U.S. CAPITAL WEALTH ADVISORS, LLC

US CAPITAL WEALTH ADVISORS, LLC, formally registered with the SEC as US CAPITAL WEALTH ADVISORS, LLC. The firm was established in 05/03/2017. They have over 7 offices throughout the country.

U.S. CAPITAL WEALTH ADVISORS, LLC is a Houston, Texas based Financial Planning firm with nearly $6,495,736,809 assets under management, offering retirement planning & investment advisory services to 12119 clients. The firm is staffed with 122 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#288199
SEC#801-110515
Assets Managed by Firm$6,495,736,809
No. of Clients12119
No. of Advisors122

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total12119$6,495,736,809
Individuals (other than high net worth individuals)2853$946,588,761
High net worth individuals1550$4,852,648,989
Pension and profit sharing plans29$71,625,487
Charitable organizations17$77,946,525
Corporations or other businesses165$546,927,047

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