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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-03-2017
- Office Locations
- 2
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.
Reported data analysis
What the numbers show
Between May 30, 2025 and March 30, 2026, reported AUM increased 20.3%, from $7.3B to $8.8B.
Across 5 reported observations, AUM increased 39.9% between September 23, 2022 and March 30, 2026, from $6.3B to $8.8B.
Of the latest reported AUM, 75.0% is discretionary and 25.0% is non-discretionary.
The firm reports 71 advisory representatives and 4,539 clients, or 63.9 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 2 reported office locations and 9 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full U.s. Capital Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
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MATTHEW BROOKE WEST
Senior Managing Director
- CRD
- #2554449
Showing 1 of 8 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 |
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Separately Managed Accounts
SMA allocation detail is available
U.s. Capital Wealth Advisors, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
U.s. Capital Wealth Advisors, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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