U.S. CAPITAL WEALTH ADVISORS, LLC

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

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 9 offices throughout the country.

U.S. CAPITAL WEALTH ADVISORS, LLC is a Houston, Texas based Financial Planning firm with nearly $6,817,172,721 assets under management, offering retirement planning & investment advisory services to 10149 clients. The firm is staffed with 133 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288199
SEC#	801-110515
Assets Managed by Firm	$6,817,172,721
No. of Clients	10149
No. of Advisors	133

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	10149	$6,817,172,721
Individuals (other than high net worth individuals)	2402	$951,513,654
High net worth individuals	1377	$4,723,808,095
Pension and profit sharing plans	254	$492,111,105
Charitable organizations	16	$89,896,746
Corporations or other businesses	139	$559,843,121

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