A complete list of active advisors currently associated with U.S. Capital Wealth Advisors, LLC

Warmer can help you find a great advisor at U.S. Capital Wealth Advisors, LLC or one who fits your needs even better.

U.S. Capital Wealth Advisors serves individuals (including high‑net‑worth clients), family offices, institutions, businesses and retirement plans, offering discretionary and non‑discretionary portfolio management, fee‑based financial planning, and supervision of External Managers. The firm manages roughly $8.76 billion with a team of approximately 91 advisors and provides both on‑platform and “held‑away” account management using custodial relationships and third‑party platforms. The firm’s advisers use a mix of fundamental, technical and quantitative analysis and routinely employ third‑party platforms and External Managers (including Envestnet, Piton and 55ip) as part of tailored asset‑allocation and rebalancing programs; it also advises on alternative investments, structured notes, interval funds, cryptocurrency exposure and 1031 exchanges when appropriate. USCWA combines proprietary and third‑party research (including access to Fiducient Advisors and affiliate Arax Investment Partners), and uses custodians such as NFS and Schwab and connectivity tools like Pontera for held‑away accounts. What distinguishes USCWA from many peers is its broader holding‑company structure and affiliated capabilities: it is part of U.S. Capital Wealth, LLC (majority‑owned by Arax), and has related entities including USCA Securities, USCA Insurance Agency, USCA Asset Management/feeder funds, Robin Glen/Arax Insurance Solutions and USCA Municipal Advisors (a registered municipal advisor). Those affiliations enable integrated product and municipal advisory offerings but also create conflicts of interest (for example, affiliated private placements, insurance referrals and the NFS bank‑deposit sweep program), which the firm discloses and manages in its client agreements.

To learn more about the advisors currently working at U.S. Capital Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.