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
Michael O'connor (CRD# 2577775) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Andover, MA and has over 29 years of experience in the finance industry.
Deborah Palmer (CRD# 2359280) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 30 years of experience in the finance industry.
Debra Parant (CRD# 2593154) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 29 years of experience in the finance industry.
Megan Price (CRD# 5318807) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 12 years of experience in the finance industry.
Edward Randall (CRD# 2688866) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 26 years of experience in the finance industry.
Deborah Ray (CRD# 5609483) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Bradford, NH and has over 14 years of experience in the finance industry.
Yona Reaux (CRD# 4677245) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 15 years of experience in the finance industry.
Idania Reyes (CRD# 1795959) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 12 years of experience in the finance industry.
Leslie Rich (CRD# 3181106) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 25 years of experience in the finance industry.
Ryan Ringuet (CRD# 4868438) 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.