U.S. Capital Wealth Advisors, Llc
Houston, Texas
5.0
1 Review
U.S. Capital Wealth Advisors, LLC is a well-established regional investment advisory firm headquartered in Houston, TX. With a total of 7 offices across the region, they provide comprehensive wealth management services to a diverse clientele. The firm boasts a team of 122 highly skilled professionals, of which 67 specialize in investment advisory services. With an average of approximately $96,950,000 in assets under management per investment advisor, U.S. Capital Wealth Advisors, LLC maintains an industry-average position. Their compensation structure is flexible and includes various types such as a percentage of assets under man...
See more
Loading...

Assets Under Mgmt

$6.5B

Investment Professionals

67

Locations

6

% 401K & Individual

15%

% Discretionary

72%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Educational seminars/workshops
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.