US Capital Wealth Advisors LLC- Financial Advisor Austin, TX

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About U.S. Capital Wealth Advisors, LLC

We are an Independent, wealth management firm providing sophisticated, holistic and objective solutions for our clients.

U.S. Capital Wealth Advisors was founded in 2017 as Legacy One Financial Advisors. In the summer of 2021, we aligned with USCA, RIA, the wealth management subsidiary of U.S. Capital Advisors, to form U.S. Capital Wealth Advisors (USCWA). U.S. Capital Advisors was founded in 2010 by a group of experienced professionals with a shared vision to combine the collegial atmosphere of a regional firm with the capabilities to provide differentiated investment opportunities and unique investment solutions.

Headquartered in Houston with offices across Texas, USCWA is one of the largest independently owned investment advisory firms in Texas. We are proud of the Firm we have built and continually strive to bring a host of comprehensive service options to our clients. As a majority employee-owned firm, every one of us celebrates together as a team - one person's success is shared by the entire company. Our team is aligned in our client-centric standards and vision to empower others to realize long-term value. We strive to create an unmatched client experience that offers clients the dedicated financial support, guidance and advice they desire.

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General Information

Firm Start Year

2017

No. of Employees

100-499

Firm CRD#

288199

Work with the following types of clients

Non-Profit Organizations, Investment Clubs, Businesses, Individual Investors

Foreign Languages Serviced

English

Advisory Services Provided

Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, 401K Rollovers, Retirement Planning

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 65

Firm Information

Assets Managed by Firm

5,918,424,543

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Flat Fee, Based on Assets

Fee % Based on Assets

0.75% - 1%

Hourly Rate

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890210/paladinregistry-U.S.-Capital-Wealth-Advisors,-LLC-detailed-disclosure.html

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U.S. Capital Wealth Advisors, LLC