# U.S. CAPITAL WEALTH ADVISORS, LLC

U.S. CAPITAL WEALTH ADVISORS, LLC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 288199
- Type: SEC-registered investment adviser
- SEC file number: 801-110515
- Location: 4444 WESTHEIMER RD., HOUSTON, TX, 77027
- Phone: 713-366-0500
- Latest filing: 2026-03-30
- Regulatory AUM: $8.8B
- Discretionary AUM: $6.6B
- Non-discretionary AUM: $2.2B
- Clients: 141
- Accounts: 11,385

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (21)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288199/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288199/similar
- Related entities: https://search.stillhousedata.com/firm/288199/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288199

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.