Key facts
- U.S. CAPITAL WEALTH ADVISORS, LLC is a other based in HOUSTON, TX.
- U.S. CAPITAL WEALTH ADVISORS, LLC reports $57.8M in regulatory assets under management across 1 private fund, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 288199- Regulatory AUM
- $57.8M
- Private fund assets
- $18.7M
- Private funds
- 1 · 1 other
- Staff
- 141
- Registered office
- HOUSTON, TX
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for U.S. CAPITAL WEALTH ADVISORS, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is U.S. CAPITAL WEALTH ADVISORS, LLC's AUM?
- U.S. CAPITAL WEALTH ADVISORS, LLC manages approximately $57.8M in assets.