U.s. Capital Wealth Advisors, LLC
U.s. Capital Wealth Advisors, LLC (CRD# 288199) is a financial advisory firm headquartered in Houston, TX. They manage $6,817,172,721 in 10,149 accounts and serve the financial needs of clients across 48 states (or territories).
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Total Assets Under Management6,817MILLION
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Total Number of Accounts10,149ACCOUNTS
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Average Account Value$671,709
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV
David Solomon (CRD# 730722) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 42 years of experience in the finance industry.
Derek Su (CRD# 4121574) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 13 years of experience in the finance industry.
Gayle Terry (CRD# 1397292) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 38 years of experience in the finance industry.
Jessie Timmins (CRD# 5661998) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 14 years of experience in the finance industry.
Stephen Tolbert (CRD# 1725246) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Houston, TX and has over 33 years of experience in the finance industry.
Amanda Ton (CRD# 1532181) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 37 years of experience in the finance industry.
Patricia Trieglaff (CRD# 1320163) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 38 years of experience in the finance industry.
John Tubbs (CRD# 5634179) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 9 years of experience in the finance industry.
Daniel Vickery (CRD# 4287245) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 23 years of experience in the finance industry.
Courtney Watson (CRD# 2636440) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 28 years of experience in the finance industry.