4444 Westheimer Rd.
Suite G500
Houston, Texas 77027
Tel: 713-366-0500
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 288199 |
SEC# | 801-110515 |
Assets Managed by Firm | $6,495,736,809 |
No. of Clients | 12119 |
No. of Advisors | 122 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 12119 | $6,495,736,809 |
Individuals (other than high net worth individuals) | 2853 | $946,588,761 |
High net worth individuals | 1550 | $4,852,648,989 |
Pension and profit sharing plans | 29 | $71,625,487 |
Charitable organizations | 17 | $77,946,525 |
Corporations or other businesses | 165 | $546,927,047 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$652,741,971,627 | 818 | 1096 | |
$192,398,103,714 | 269289 | 3349 | |
$140,836,403,633 | 3419 | 510 | |
$134,002,200,000 | 147 | 906 | |
$104,977,500,000 | 95 | 353 |
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