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U.S. CAPITAL WEALTH ADVISORS, LLC
CRD 288199File 801-110515
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Sep 3, 2026
Regulatory AUM
$8.76B
Top 10% of cohort (national)
Discretionary AUM
$6.57B
Non-discretionary $2.19B
Clients
4,536
11,385 accounts
Employees
141
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 3, 2017
- Principal office
- 4444 WESTHEIMER RD., SUITE G500, HOUSTON, TX, 77027
- Phone
- 713-366-0500
- Website
- HTTPS://WWW.USCWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.76B
- Discretionary AUM
- $6.57B
- Non-discretionary AUM
- $2.19B
- Discretionary accounts
- 8,458
- Non-discretionary accounts
- 2,927
- Total accounts
- 11,385
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 90 | $373.0M |
| Charitable organizations | 22 | $126.5M |
| High net worth individuals | 1,875 | $7.35B |
| Pension and profit sharing plans | 29 | $51.7M |
| Individuals (other than high net worth individuals) | 2,520 | $858.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 133 | 141 | increased by8 |
| Apr 1, 2026 | Clients | 4,460 | 4,536 | increased by76 |
| Apr 1, 2026 | AUM | $7,282,480,817 | $8,763,589,141 | increased by$1,481,108,324 |
| Apr 1, 2026 | Accounts | 10,833 | 11,385 | increased by552 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 111 | 133 | increased by22 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,601 | 4,460 | increased by859 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,263,762,538 | $7,282,480,817 | increased by$1,018,718,279 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 9,062 | 10,833 | increased by1,771 |
| Apr 1, 2022 | Employees | 106 | 111 | increased by5 |
| Apr 1, 2022 | Clients | 3,492 | 3,601 | increased by109 |
| Apr 1, 2022 | AUM | $5,918,424,543 | $6,263,762,538 | increased by$345,337,995 |
| Apr 1, 2022 | Accounts | 8,959 | 9,062 | increased by103 |
| Aug 1, 2021 | Employees | 23 | 106 | increased by83 |
| Aug 1, 2021 | Custody | No | Yes | |
| Aug 1, 2021 | Clients | 820 | 3,492 | increased by2,672 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAPITAL WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAPITAL WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.