US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC

Overview

US Capital Global Wealth Management, LLC is a small, fee-based RIA that serves individual and family clients. The firm operates as a limited liability company and reports charging fees as a percentage of assets under management. Its advisory offerings include financial planning and discretionary portfolio management for individuals, small businesses, and business/institutional clients. The firm does not identify as an active ESG investor, is not listed as a multi-state adviser, and the year it registered with the SEC is not reported in the available data. The firm's organizational footprint includes both entity and individual ownership elements, and its activity list indicates involvement beyond pure advisory work: it appears in roles such as broker-dealer sponsor and as a general partner/managing member of pooled investment vehicles. The firm is not described as a capital allocator or pension consultant in the provided information.

Assets & Accounts

Public Holdings

Investments & Alternatives