| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Usc Wealth Private Credit Series | Other Private | $20.9M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| David Michael King Control | President And Managing Partner | Under 5% | 2024 |
| Elizabeth Courtney Bowling Control | Director Of Legal And Compliance | Under 5% | 2023 |
| James Patrick Fortescue Control | Managing Partner | 5-10% | 2019 |
U.S. Capital Wealth Advisors, LLC reports $7.3 billion in regulatory assets under management on its Form ADV.
U.S. Capital Wealth Advisors, LLC manages 1 private funds with combined gross assets of $20.9 million.
U.S. Capital Wealth Advisors, LLC reports 133 employees.
U.S. Capital Wealth Advisors, LLC is based in Houston, TX and has been SEC-registered since 2017.
U.S. Capital Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4444 Westheimer Rd., Suite G500, Houston, TX 77027 |
| Phone | 713-366-0500 |
| Fax | 713-588-8805 |
| Office hours | 8a.m. -5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1808915 |
| Discloses disciplinary history | No |
| Discretionary | $5.46B |
| Non-discretionary | $1.82B |
| Total (RAUM) | $7.28B |