U.S. Capital Wealth Advisors, LLC
Houston, TX·SEC-registered · CRD #288199
U.S. Capital Wealth Advisors, LLC is an SEC-registered investment advisory firm in Houston, TX managing $8.8B across 14k client accounts, with 71 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$8.8B
Client accounts
14k
Advisory staff
71
Fee model
Fee-based
How U.S. Capital Wealth Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about U.S. Capital Wealth Advisors, LLC
How much does U.S. Capital Wealth Advisors, LLC manage?
Per its most recent SEC Form ADV filing (03/30/2026), U.S. Capital Wealth Advisors, LLC reports $8.8B in regulatory assets under management across roughly 14k client accounts.
How does U.S. Capital Wealth Advisors, LLC charge?
U.S. Capital Wealth Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is U.S. Capital Wealth Advisors, LLC a fiduciary?
Yes. U.S. Capital Wealth Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #288199), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is U.S. Capital Wealth Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks U.S. Capital Wealth Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Houston, TX
Profile compiled from U.S. Capital Wealth Advisors, LLC's public SEC Form ADV filing (CRD #288199, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of U.S. Capital Wealth Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with U.S. Capital Wealth Advisors, LLC? Claim this profile.