Investment adviser · CRD 288199
U.S. CAPITAL WEALTH ADVISORS, LLC
Investment adviser filing (IA)
HOUSTON, TX, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $8.76B Form ADV · Item 5.F
- Client accounts
- 11,385 Accounts, not individual clients
- Employees
- 141 Reported in this filing
- Advisory professionals
- 71 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,875 | $7,353,504,812 | 83.9% |
| Individuals | 2,520 | $858,941,112 | 9.8% |
| Corporations & businesses | 90 | $373,001,283 | 4.3% |
| Charities | 22 | $126,458,900 | 1.4% |
| Retirement plans | 29 | $51,683,034 | 0.6% |
Filing source
Form ADV 2068310 · Mar 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
4444 WESTHEIMER RD., SUITE G500HOUSTON, TX, 77027, United States
CRD 288199
Filing source
Form ADV 2068310 · Mar 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.