U.S. CAPITAL WEALTH ADVISORS, LLC

Overview

U.S. Capital Wealth Advisors, LLC is a fee-based wealth management firm organized as an LLC and registered with the SEC in 2017. The firm serves individual, family and institutional clients and combines financial planning with portfolio management across both discretionary and non‑discretionary mandates. Fee arrangements include percentage-of-AUM and fixed-fee engagements. U.S. Capital presents itself as a capital allocator: alongside liquid public markets it places client capital with third‑party alternative managers and sponsors pooled investment vehicles. Investment posture is equity‑centric, with a strong use of exchange‑traded equities to implement core strategies, complemented by targeted allocations to private markets and credit where the firm acts as either allocator or sponsor. The firm offers pension consulting, selection of other advisers and educational programming, and maintains broker‑dealer, insurance and registered municipal advisor affiliations that support a broader set of client solutions. U.S. Capital was named one of Barron’s Top 100 RIA firms in 2025. The firm is not an active ESG investor and does not present itself as a multi‑state registered adviser despite operating a regional office network.

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Public Holdings

Investments & Alternatives

Location & Offices