US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC

US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 299885). Regulatory assets under management: $24.5M.

Registration

• CRD: 299885
• Type: Registered investment adviser
• Location: 1 FERRY BUILDING, SAN FRANCISCO, CA, 94111
• Phone: 917 923 9649
• Latest filing: 2026-04-27
• Regulatory AUM: $24.5M
• Discretionary AUM: $24.5M
• Clients: 2
• Accounts: 50

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299885 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search