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| Happy Holidays!! thanks for using AUM13F!! |
| US Capital Wealth Advisors LLC
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| CRD # | 288199 |
| SEC # | 801-110515 |
| CIK # | |
| AUM | $7.3 B (2025-05-30) |
| Employees | 133 (51% Investors, 65% Brokers) |
| Phone | 713-366-0500 |
| Address | 4444 Westheimer Rd Houston, TX 77027 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | USC Wealth Private Credit Series | 2022-03-30 | 20.9 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,728 | 1.1 |
| (b) Individuals (high net worth individuals) | 1,497 | 5.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 86 | 0.1 |
| (h) Charitable organizations | 20 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 129 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 10,833 | 7.3 |
| By Discretionary | ||
| Discretionary | 7,930 | 5.5 |
| Non-Discretionary | 2,903 | 1.8 |
| Total | 10,833 | 7.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 7.2 | |
| Total | 10,833 | 7.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Snowden Capital Advisors LLC
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|
NY | 7.6 |
|
Northwest Capital Management Inc
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|
OR | 7.6 |
|
Farther Finance Advisors LLC
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|
CA | 7.5 |
|
Intellicents Investment Solutions Inc
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|
MN | 7.4 |
|
Centaurus Financial Inc
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|
CA | 7.3 |
|
Jonathan Roberts Advisory Group Inc
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|
FL | 7.2 |
|
Foundations Investment Advisors LLC
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|
AZ | 7.2 |
|
Robertson Stephens Wealth Management LLC
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|
CA | 7.1 |
|
Synovus Securities Inc
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|
GA | 7.1 |
|
Crestwood Advisors Group LLC
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|
MA | 7.0 |