This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-03-2017
- Office Locations
- 3
Office Locations
About U.s. Capital Wealth Advisors, LLC
U.S. Capital Wealth is an independent boutique wealth manager serving high-net-worth families, business owners, and specialized professionals with goals-based planning, investment management, and tax-efficient strategies, including equity-compensation, retirement, and legacy planning. It also delivers institutional solutions with capital markets access, advanced trading and proprietary research, plus in-house investment banking and public finance support for M&A advisory and tax-exempt municipal bond capital raising.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES PATRICK FORTESCUE
Chief Executive Officer, Financial Advisor, General Partner, Managing Member, Managing Partner
- CRD
- #2664841
- Ownership
- 5% but less than 10%
ELIZABETH COURTNEY BOWLING
--
- CRD
- #6335464
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
Unlock allContacts
JOHN WALTER CROSS IV
Director, Financial Advisor
- CRD
- #4500908
RICHARD EDMUND KASH
--
- CRD
- #1806924
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,574,583,152 | $777,321 |
| Non-Discretionary | $2,189,005,989 | $747,867 |
| Total | $8,763,589,141 | $769,749 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing