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Elizabeth Courtney Bowling

U.S. CAPITAL WEALTH ADVISORS, LLC·HOUSTON, Texas
SIE, Series 7, Series 14, Series 24, Series 63Clean recordU.S. CAPITAL WEALTH ADVISORS, LLC
4444 WESTHEIMER RD., HOUSTON, TX 77027CRD# 6335464Firm CRD# 288199

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elizabeth Courtney Bowling · HOUSTON, TX
Registration
CRD #6335464 · U.S. CAPITAL WEALTH ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
U.S. CAPITAL WEALTH ADVISORS, LLC
CRD 288199 · SEC 801-110515
AUM
$6.8B
Regulatory assets under management
Employees
133
10,149 client accounts
Services offered by U.S. CAPITAL WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at U.S. CAPITAL WEALTH ADVISORS, LLC →
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Frequently Asked Questions

What services does Elizabeth Courtney Bowling offer?
Elizabeth Courtney Bowling specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.
What are Elizabeth Courtney Bowling's credentials?
Elizabeth Courtney Bowling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Courtney Bowling located?
Elizabeth Courtney Bowling is based in HOUSTON, Texas, working with U.S. CAPITAL WEALTH ADVISORS, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Elizabeth Courtney Bowling charge for services?
Elizabeth Courtney Bowling's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is U.S. CAPITAL WEALTH ADVISORS, LLC?
U.S. CAPITAL WEALTH ADVISORS, LLC has approximately 133 employees and manages $6.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at U.S. CAPITAL WEALTH ADVISORS, LLC

Kevin William Lange
AUSTIN, TX
Michelle Diana Ellis
AUSTIN, TX
Patrease Lamour Rogers
AUSTIN, TX
Jon Patrick Meyer
HOUSTON, TX

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Research
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