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
Matthew West (CRD# 2554449) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 29 years of experience in the finance industry.
Brian Ching (CRD# 7063302) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 4 years of experience in the finance industry.
Peyton Denney (CRD# 7572070) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Houston, TX and has 1 year of experience in the finance industry.
Jesse Isensee (CRD# 5701289) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Houston, TX and has over 14 years of experience in the finance industry.
Sarah Mihalcik (CRD# 7813717) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Houston, TX and has 1 year of experience in the finance industry.
Evan O'leary (CRD# 7765817) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Houston, TX and has 1 year of experience in the finance industry.
Ana Romero (CRD# 6617498) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 8 years of experience in the finance industry.