U.S. Capital Wealth Advisors is a fund manager in Houston with $6.26 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
Industry
SEC CIK
IRS number
821552802
SEC advisor number
801-110515
FINRA CRD number
288199
AUM ?
$6.82 bn
(as of 12 Apr 24)
Accounts
10,149
(as of 12 Apr 24)
Employees
133
(64 investment advisory or research)
Ownership
Fund structure | AUM | Fund type |
---|---|---|
U.S. Capital Wealth Advisors, LLC | $6.26 bn | |
Usc Wealth Private Credit Series | $16.73 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22
13F-HR
Quarterly holdings report by institutional manager
1 Nov 21