Patrick Mendenhall, financial advisor Houston TX

Patrick Mendenhall

CRD Number: 1068809
Current Firm: U.s. Capital Wealth Advisors, LLC

Patrick Mendenhall (CRD# 1068809) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Houston, TX and has over 41 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
U.s. Capital Wealth Advisors, LLC Austin, TX Jun 2021 - Current 2
Usca Asset Management LLC Houston, TX Oct 2017 - Current 6
U.s. Capital Advisors, LLC Houston, TX Oct 2009 - Current 14
Usca Securities LLC Houston, TX Oct 2009 - Current 14
Usca Ria LLC Houston, TX Oct 2009 - Jun 2021 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1982
S65 NASAA Investment Advisors Law Examination Oct 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Patrick M. Mendenhall
Phone Number: 713-366-0500
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    6,496
    MILLIONS
  • Total Number of Accounts
    12,119
    ACCOUNTS
  • Average Account Value
    $535,996
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV

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