U.s. Capital Wealth Advisors, LLC

U.s. Capital Wealth Advisors, LLC (CRD# 288199) is a financial advisory firm headquartered in Houston, TX. They manage $6,817,172,721 in 10,149 accounts and serve the financial needs of clients across 48 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,817
    MILLION
  • Total Number of Accounts
    10,149
    ACCOUNTS
  • Average Account Value
    $671,709
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at U.s. Capital Wealth Advisors, LLC
Showing 11 - 20 of 77 top financial advisors.
11
Kenneth D. Cooper
CRD#: 3102358
4444 Westheimer Rd., Suite G500, Houston, TX 77027

Kenneth Cooper (CRD# 3102358) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Houston, TX and has over 25 years of experience in the finance industry.

12
Charles T. Dix
CRD#: 1286467
300 West 6th Street, Suite 1900, Austin, TX 78701

Charles Dix (CRD# 1286467) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 39 years of experience in the finance industry.

13
John O. Dix
CRD#: 68764
300 West 6th Street, Suite 1900, Austin, TX 78701

John Dix (CRD# 68764) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 42 years of experience in the finance industry.

14
Nicholas L. Erwin
CRD#: 4794584
300 West 6th Street, Suite 1900, Austin, TX 78701

Nicholas Erwin (CRD# 4794584) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 19 years of experience in the finance industry.

15
Clayton A. Fisher
CRD#: 4552485
300 West 6th Street, Suite 1900, Austin, TX 78701

Clayton Fisher (CRD# 4552485) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 18 years of experience in the finance industry.

16
Elisa C. Flores
CRD#: 5388266
300 West 6th Street, Suite 1900, Austin, TX 78701

Elisa Flores (CRD# 5388266) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 14 years of experience in the finance industry.

17
Bertram R. Foster
CRD#: 2598340
2004 Williams Dr, Georgetown, TX 78628

Bertram Foster (CRD# 2598340) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Georgetown, TX and has over 29 years of experience in the finance industry.

18
Karen E. Frankfort
CRD#: 3136185
300 West 6th Street, Suite 1900, Austin, TX 78701

Karen Frankfort (CRD# 3136185) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 20 years of experience in the finance industry.

19
Nathaniel W. Galloway
CRD#: 6986859
300 West 6th Street, Suite 1900, Austin, TX 78701

Nathaniel Galloway (CRD# 6986859) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 5 years of experience in the finance industry.

20
Ashley W. Giles
CRD#: 6399829
300 West 6th Street, Suite 1900, Austin, TX 78701

Ashley Giles (CRD# 6399829) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 9 years of experience in the finance industry.

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