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Insights

Strong Market Presence U.S. Capital Wealth Advisors has established a significant footprint across Texas with additional offices in New York City, Massachusetts, and Florida, positioning it as a regional leader with potential for expanding client relationships in high-net-worth segments nationwide.

Recognition and Awards Being ranked as the top independent Registered Investment Advisor (RIA) in Houston and one of the top three RIAs in Texas indicates a strong reputation and credibility, which can be leveraged to attract new high-value clients and strategic partners.

Active Asset Allocation The firm’s recent investments in notable assets like KraneShares CSI China Internet ETF and International Flavors & Fragrances demonstrate its active approach to diversified portfolio management, creating opportunities to introduce tailored investment solutions to similar high-net-worth clients.

Acquisition Expansion Following its acquisition by Arax Investment Partners LLC, U.S. Capital Wealth Advisors now benefits from expanded resources and a broader advisory team, opening avenues for cross-selling comprehensive wealth management and capital markets services.

Technology Utilization The adoption of advanced technology tools like AWS, Cloudflare, and WordPress indicates a modern, secure, and scalable digital infrastructure, which can be highlighted when proposing partnerships or upgrading service platforms to meet growing client demands.

U.S. Capital Wealth Advisors, LLC Tech Stack

U.S. Capital Wealth Advisors, LLC uses 8 technology products and services including Amazon Web Services, WordPress, oEmbed, and more. Explore U.S. Capital Wealth Advisors, LLC's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • WordPress
    Content Management System
  • oEmbed
    Dev Tools
  • Google Fonts API
    Font Scripts
  • Swiper
    Javascript Libraries
  • PHP
    Programming Languages
  • Cloudflare Bot Management
    Security
  • Animate.css
    UI Frameworks

Media & News

U.S. Capital Wealth Advisors, LLC's Email Address Formats

U.S. Capital Wealth Advisors, LLC uses at least 2 format(s):
U.S. Capital Wealth Advisors, LLC Email FormatsExamplePercentage
FLast@uscallc.comJDoe@uscallc.com
97%
FirstL@uscallc.comJohnD@uscallc.com
1%
LastF@uscallc.comDoeJ@uscallc.com
1%
First.Last@uscallc.comJohn.Doe@uscallc.com
1%
FLast@uscwealth.comJDoe@uscwealth.com
100%

Frequently Asked Questions

Where is U.S. Capital Wealth Advisors, LLC's headquarters located?

Minus sign iconPlus sign iconU.S. Capital Wealth Advisors, LLC's main headquarters is located at 4444 Westheimer Road Suite G500 Houston, Texas 77027 United States. The company has employees across 1 continents, including North America.

What is U.S. Capital Wealth Advisors, LLC's phone number?

Minus sign iconPlus sign icon You can contact U.S. Capital Wealth Advisors, LLC's main corporate office by phone at
+1-972-768-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is U.S. Capital Wealth Advisors, LLC's official website and social media links?

Minus sign iconPlus sign iconU.S. Capital Wealth Advisors, LLC's official website is uscwealth.com and has social profiles on LinkedIn.

What is U.S. Capital Wealth Advisors, LLC's NAICS code?

Minus sign iconPlus sign iconU.S. Capital Wealth Advisors, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does U.S. Capital Wealth Advisors, LLC have currently?

Minus sign iconPlus sign iconAs of February 2026, U.S. Capital Wealth Advisors, LLC has approximately 124 employees across 1 continents, including North America. Key team members include Chief Operating Officer: W. S.Chief Compliance Officer: B. H.Chief Compliance Officer: J. M.. Explore U.S. Capital Wealth Advisors, LLC's employee directory with LeadIQ.

What industry does U.S. Capital Wealth Advisors, LLC belong to?

Minus sign iconPlus sign iconU.S. Capital Wealth Advisors, LLC operates in the Financial Services industry.

What technology does U.S. Capital Wealth Advisors, LLC use?

Minus sign iconPlus sign iconU.S. Capital Wealth Advisors, LLC's tech stack includes Amazon Web ServicesWordPressoEmbedGoogle Fonts APISwiperPHPCloudflare Bot ManagementAnimate.css.

What is U.S. Capital Wealth Advisors, LLC's email format?

Minus sign iconPlus sign iconU.S. Capital Wealth Advisors, LLC's email format typically follows the pattern of FLast@uscallc.com. Find more U.S. Capital Wealth Advisors, LLC email formats with LeadIQ.

When was U.S. Capital Wealth Advisors, LLC founded?

Minus sign iconPlus sign iconU.S. Capital Wealth Advisors, LLC was founded in 2010.

U.S. Capital Wealth Advisors, LLC

Financial ServicesTexas, United States51-200 Employees

Headquartered in Houston, Texas, with a strategic Texas presence across Austin, Dallas, and Georgetown, as well as offices in New York City, Massachusetts, and Florida, U.S. Capital Wealth LLC (“USCW”) is an integrated financial services boutique with primary business lines in Wealth Management and Capital Markets.

USCW's Wealth Management division provides a full range of advisory services and solutions to high net worth individuals and family offices.

USCW's Capital Markets division, which includes the firm's, Equity Research, Institutional Client, Investment & Merchant Banking, and Public Finance businesses, advises corporate, institutional and municipal clients.  

Securities offered through USCA Securities LLC, member FINRA/SIPC; Investment advisory services offered through U.S. Capital Wealth Advisors, LLC; Municipal advisory services offered through USCA Municipal Advisors LLC, member MSRB.

Section iconCompany Overview

Headquarters
4444 Westheimer Road Suite G500 Houston, Texas 77027 United States
Phone number
+1-972-768-****
Website
uscwealth.com
NAICS Code
52 - Finance and Insurance
Founded
2010
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $100M$250M

    U.S. Capital Wealth Advisors, LLC's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    U.S. Capital Wealth Advisors, LLC's revenue is estimated to be in the range of $100M$250M

Company Leadership

  • Stylized image of a person
    W. S.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. H.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    I. S.
    Chief Accounting Officer
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    B. H.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. P.
    Partner, Financial Advisor | Dix Fisher Price Financial Consulting Group
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. P.
    Co-Founder, President And Chief Financial Officer
    Phone icon
    Mobile Phone

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