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U.S. CAPITAL WEALTH ADVISORS, LLC
CRD 288199 · SEC 801-110515
4444 WESTHEIMER RD., SUITE G500, HOUSTON, TX, 77027, United States
Phone
713-366-0500
Fax
713-588-8805
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.76B
Discretionary AUM
$6.57B
Team
141 total employees; 71 advisory reps; 3 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2520 | $858.9M |
| High net worth individuals | 1875 | $7.35B |
| Pension/profit sharing plans | 29 | $51.7M |
| Charitable organizations | 22 | $126.5M |
| Corporations/business entities | 90 | $373.0M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, VI, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD