U.S. CAPITAL WEALTH ADVISORS, LLC

HOUSTON, Texas·5 registered advisors·CRD# 288199
SEC# 801-1105156713-366-0500
01

Firm Overview

AUM
$6.8B
Regulatory assets under management
Employees
133
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at U.S. CAPITAL WEALTH ADVISORS, LLC

5 registered advisors
Elizabeth Courtney Bowling
HOUSTON, Texas
Jon Patrick Meyer
HOUSTON, Texas
Kevin William Lange
AUSTIN, Texas
Michelle Diana Ellis
AUSTIN, Texas
Patrease Lamour Rogers
AUSTIN, Texas
05

Office Locations

AUSTIN, Texas
3 advisors
HOUSTON, Texas
2 advisors

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Data sourced from SEC Form ADV filings. U.S. CAPITAL WEALTH ADVISORS, LLC (CRD# 288199) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.