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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.