U.S. CAPITAL WEALTH ADVISORS, LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 288199). Regulatory assets under management: $8.8B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| David Michael King | PRESIDENT AND MANAGING PARTNER | Scottsdale, AZ |
| James Patrick Fortescue | MANAGING PARTNER | — |
| Wilhelmina Elizabeth Sheridan | CHIEF OPERATIONS OFFICER | — |
| Jon Patrick Meyer | CHIEF COMPLIANCE OFFICER | — |
| Patrick Michael Mendenhall | CO-MANAGING PARTNER; MANAGING PARTNER | — |
| Kasey Lizann Dejonckheere | CHIEF FINANCIAL OFFICER | — |
| Elizabeth Courtney Bowling | DIRECTOR OF LEGAL AND COMPLIANCE | — |
| MEYER JON PATRICK | CHIEF COMPLIANCE OFFICER | — |
| SHUCKEROW MICHAEL JOSEPH | CHIEF COMPLIANCE OFFICER; OWNER | — |
| MENDENHALL PATRICK MICHAEL | CO-MANAGING PARTNER | — |
| ARNOLD ROBERT | CHIEF FINANCIAL OFFICER | — |
| FORTESCUE JAMES PATRICK | CO-CHIEF EXECUTIVE OFFICER; MANAGING PARTNER | — |
| ELLIS MICHELLE DIANA | CHIEF COMPLIANCE OFFICER | — |
| LANGE KEVIN WILLIAM | MANAGING PRINCIPAL; OWNER | — |
| SCHWAB RICHARD WAYNE | CHIEF EXECUTIVE OFFICER; CO-CHIEF EXECUTIVE OFFICER | — |
| BOWLING ELIZABETH COURTNEY | DIRECTOR OF LEGAL AND COMPLIANCE | — |
| BARGSLEY CAROLYN | CHIEF COMPLIANCE OFFICER | — |
| Rogers Patrease LaMour | CHIEF OPERATIONS OFFICER | — |
| SHERIDAN WILHELMINA ELIZABETH | CHIEF OPERATIONS OFFICER | — |
| DEJORIA JOHN PAUL | OWNER | — |
| DEJONCKHEERE KASEY LIZANN | CHIEF FINANCIAL OFFICER | — |