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| US Capital Wealth Advisors LLC
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|---|---|
| CRD # | 288199 |
| SEC # | 801-110515 |
| CIK # | 0001808915 |
| AUM | 8,763.6 M (2026-03-30) |
| Employees | 141 (50% Investors, 71% Brokers) |
| Phone | 713-366-0500 |
| Address | 4444 Westheimer Rd Houston, TX 77027 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| HighPeak Energy Inc | 0.1 | ||
| Enterprise Products Partners L P | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Chevron Corp | 0.0 | ||
| United Technologies Corp /DE/ | 0.0 | ||
| Palantir Technologies Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,520 | 0.9 |
| (b) Individuals (high net worth individuals) | 1,875 | 7.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 29 | 0.1 |
| (h) Charitable organizations | 22 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 90 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 11,385 | 8.8 |
| By Discretionary | ||
| Discretionary | 8,458 | 6.6 |
| Non-Discretionary | 2,927 | 2.2 |
| Total | 11,385 | 8.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 8.7 | |
| Total | 11,385 | 8.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001808915] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 3 (1 non-US) |
| Serves | Institutional, Retail, Research |
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