U.S. CAPITAL WEALTH ADVISORS, LLC
CRD #288199 SEC #801-110515 HOUSTON, TX 713-366-0500
SEC Registered Private Funds
Total AUM
$7.3B
Discretionary
$5.5B
Employees
133
Clients
251
Accounts
10,833
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $7.3B | $5.5B | $1.8B | 133 | 1 |
| May 2025 | $7.3B | $5.5B | $1.8B | 133 | 1 |
| Mar 2025 | $7.3B | $5.5B | $1.8B | 133 | 1 |
| Feb 2025 | $6.8B | $4.9B | $1.9B | 133 | 1 |
| Jan 2025 | $6.8B | $4.9B | $1.9B | 133 | 1 |
| Aug 2024 | $6.8B | $4.9B | $1.9B | 133 | 1 |
| Apr 2024 | $6.8B | $4.9B | $1.9B | 133 | 1 |
| Mar 2024 | $6.8B | $4.9B | $1.9B | 133 | 1 |
| Oct 2023 | $6.5B | $4.7B | $1.8B | 122 | 3 |
| May 2023 | $6.5B | $4.7B | $1.8B | 122 | 3 |
| Apr 2023 | $6.5B | $4.7B | $1.8B | 122 | 3 |
| Mar 2023 | $6.5B | $4.7B | $1.8B | 122 | 3 |
| Sep 2022 | $6.3B | $4.6B | $1.7B | 111 | 10 |
| Mar 2022 | $6.3B | $4.6B | $1.7B | 111 | 10 |
| Aug 2021 | $5.9B | $4.3B | $1.7B | 106 | 30 |
| Jul 2021 | $5.9B | $4.3B | $1.7B | 106 | 30 |
| May 2021 | $1.5B | $1.5B | $1.3M | 23 | 0 |
| May 2021 | $1.5B | $1.5B | $1.3M | 23 | 0 |
| Mar 2021 | $1.4B | $1.4B | $1.2M | 24 | 0 |
| Mar 2021 | $1.4B | $1.4B | $1.2M | 24 | 0 |
| Jan 2021 | $1.3B | $1.3B | $19.4M | 24 | 0 |
| Oct 2020 | $1.3B | $1.3B | $19.4M | 25 | 0 |
| Oct 2020 | $1.3B | $1.3B | $19.4M | 25 | 0 |
| Jul 2020 | $1.3B | $1.3B | $19.4M | 25 | 0 |
| Jun 2020 | $1.3B | $1.3B | $19.4M | 25 | 0 |
| May 2020 | $1.3B | $1.3B | $19.4M | 25 | 0 |
| Mar 2020 | $1.3B | $1.3B | $19.4M | 25 | 0 |
| Nov 2019 | $1.6B | $1.6B | $17M | 25 | 0 |
| Aug 2019 | $1.6B | $1.6B | $17M | 25 | 0 |
| May 2019 | $1.4B | $1.4B | $15.6M | 25 | 0 |
| Mar 2019 | $1.4B | $1.4B | $15.6M | 25 | 0 |
| Nov 2018 | $1.9B | $1.9B | $17.3M | 25 | 0 |
| Aug 2018 | $533.7M | $524.7M | $9M | 20 | 0 |
| Mar 2018 | $533.7M | $524.7M | $9M | 20 | 0 |
| Dec 2017 | $516.7M | $505.3M | $11.4M | 18 | 0 |
| Dec 2017 | $516.7M | $505.3M | $11.4M | 18 | 0 |
| Aug 2017 | $566.5M | $451.5M | $115M | 17 | 0 |
| Jun 2017 | $0 | $0 | $0 | 13 | 0 |
| Jun 2017 | $0 | $0 | $0 | 13 | 0 |
| Apr 2017 | $0 | $0 | $0 | 1 | 0 |
DateMay 2025
Total AUM$7.3B
Discretionary$5.5B
Non-Disc.$1.8B
Employees133
Clients1
DateMay 2025
Total AUM$7.3B
Discretionary$5.5B
Non-Disc.$1.8B
Employees133
Clients1
DateMar 2025
Total AUM$7.3B
Discretionary$5.5B
Non-Disc.$1.8B
Employees133
Clients1
DateFeb 2025
Total AUM$6.8B
Discretionary$4.9B
Non-Disc.$1.9B
Employees133
Clients1
DateJan 2025
Total AUM$6.8B
Discretionary$4.9B
Non-Disc.$1.9B
Employees133
Clients1
DateAug 2024
Total AUM$6.8B
Discretionary$4.9B
Non-Disc.$1.9B
Employees133
Clients1
DateApr 2024
Total AUM$6.8B
Discretionary$4.9B
Non-Disc.$1.9B
Employees133
Clients1
DateMar 2024
Total AUM$6.8B
Discretionary$4.9B
Non-Disc.$1.9B
Employees133
Clients1
DateOct 2023
Total AUM$6.5B
Discretionary$4.7B
Non-Disc.$1.8B
Employees122
Clients3
DateMay 2023
Total AUM$6.5B
Discretionary$4.7B
Non-Disc.$1.8B
Employees122
Clients3
DateApr 2023
Total AUM$6.5B
Discretionary$4.7B
Non-Disc.$1.8B
Employees122
Clients3
DateMar 2023
Total AUM$6.5B
Discretionary$4.7B
Non-Disc.$1.8B
Employees122
Clients3
DateSep 2022
Total AUM$6.3B
Discretionary$4.6B
Non-Disc.$1.7B
Employees111
Clients10
DateMar 2022
Total AUM$6.3B
Discretionary$4.6B
Non-Disc.$1.7B
Employees111
Clients10
DateAug 2021
Total AUM$5.9B
Discretionary$4.3B
Non-Disc.$1.7B
Employees106
Clients30
DateJul 2021
Total AUM$5.9B
Discretionary$4.3B
Non-Disc.$1.7B
Employees106
Clients30
DateMay 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$1.3M
Employees23
Clients0
DateMay 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$1.3M
Employees23
Clients0
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.2M
Employees24
Clients0
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.2M
Employees24
Clients0
DateJan 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$19.4M
Employees24
Clients0
DateOct 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$19.4M
Employees25
Clients0
DateOct 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$19.4M
Employees25
Clients0
DateJul 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$19.4M
Employees25
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$19.4M
Employees25
Clients0
DateMay 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$19.4M
Employees25
Clients0
DateMar 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$19.4M
Employees25
Clients0
DateNov 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$17M
Employees25
Clients0
DateAug 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$17M
Employees25
Clients0
DateMay 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$15.6M
Employees25
Clients0
DateMar 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$15.6M
Employees25
Clients0
DateNov 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$17.3M
Employees25
Clients0
DateAug 2018
Total AUM$533.7M
Discretionary$524.7M
Non-Disc.$9M
Employees20
Clients0
DateMar 2018
Total AUM$533.7M
Discretionary$524.7M
Non-Disc.$9M
Employees20
Clients0
DateDec 2017
Total AUM$516.7M
Discretionary$505.3M
Non-Disc.$11.4M
Employees18
Clients0
DateDec 2017
Total AUM$516.7M
Discretionary$505.3M
Non-Disc.$11.4M
Employees18
Clients0
DateAug 2017
Total AUM$566.5M
Discretionary$451.5M
Non-Disc.$115M
Employees17
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0