PPrivate Fund Data Log in Join · $37/mo

James Patrick Fortescue

Managing PartnerU.S. Capital Wealth Advisors, LLCCRD 2664841

About James Patrick Fortescue

James Patrick Fortescue is listed as Managing Partner at U.S. Capital Wealth Advisors, LLC in Houston, TX. Form ADV reports a beneficial ownership band of 5-10%. James Patrick Fortescue is associated with 7 registered advisers.

Reported ownership

Owns 5-10% of U.S. Capital Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Patrick Fortescue work?

James Patrick Fortescue is listed as Managing Partner at U.S. Capital Wealth Advisors, LLC on SEC Form ADV.

How much of U.S. Capital Wealth Advisors, LLC does James Patrick Fortescue own?

Form ADV reports a beneficial ownership band of 5-10%.

U.S. Capital Wealth Advisors, LLC

TitleManaging Partner
Ownership5-10%
Control personYes
Since2019

Piton Investment Management, LP

TitleChief Executive Officer
OwnershipUnder 5%
Control personYes
Since2015

Plh Family Office, LLC

TitleManaging Member
OwnershipUnder 5%
Control personYes
Since2025

Clearshares LLC

TitleManaging Member
Ownership
Control personYes
Since2020

Halo Investment Services, LLC

TitleElected Manager
Ownership
Control personYes
Since2015

Piton Investment Management, LP

TitleElected Manager
Ownership
Control personYes
Since2015

Plh Family Office, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2025