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).
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Total Assets Under Management6,817MILLION
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Total Number of Accounts10,149ACCOUNTS
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Average Account Value$671,709
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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
Gregory Lavergne (CRD# 1935068) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 34 years of experience in the finance industry.
Tammy Lee (CRD# 4984629) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Tustin, CA and has over 16 years of experience in the finance industry.
Hugh Maginnis (CRD# 2971733) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Andover, MA and has over 26 years of experience in the finance industry.
James McDaniel (CRD# 6594548) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Houston, TX and has over 8 years of experience in the finance industry.
Clifford McTee (CRD# 1500757) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 37 years of experience in the finance industry.
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.
Jon Meyer (CRD# 2959362) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Houston, TX and has over 26 years of experience in the finance industry.
Bradley Miller (CRD# 2012535) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 33 years of experience in the finance industry.
Timothy Myers (CRD# 1874522) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 35 years of experience in the finance industry.
Kim-ha Nguyen (CRD# 4063673) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 24 years of experience in the finance industry.