SEC Form ADV · CIK 1808915

U.S. CAPITAL WEALTH ADVISORS, LLC

Firm profile: U.S. Capital Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserTX
$8.8B
Assets Under Management
11,385
Total Clients
141
Employees
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Registration Details

CIK
1808915
Accession
CRD-288199
Location
HOUSTON, TX
Filing Date
March 30, 2026
AUM
$8.8B
Total Clients
11,385
Institutional Clients
51
Employees
141
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

Private Funds

1 private fund reported on Form ADV Schedule D 7.B.1, $18.7M in combined gross assets.

  • USC WEALTH PRIVATE CREDIT SERIESOther Private Fund$18.7M

About this Adviser

U.S. CAPITAL WEALTH ADVISORS, LLC is a registered investment adviser headquartered in HOUSTON, TX, managing approximately $8.8B in assets across 11,385 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.