CRD: 299885
US Capital Global Wealth Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-27-2019
- Office Locations
- 3
Office Locations
About US Capital Global Wealth Management, LLC
US Capital Global provides debt, equity, and alternative investment offerings focused on lower middle market companies, including direct private placements and alternative funds for investment advisors, accredited, and institutional investors. The firm emphasizes impact-oriented opportunities and uses FinTech/RegTech platforms to streamline access and compliant general solicitation to qualified investors, supported by an active referral network and curated investor/executive events.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ERICK GLENN SCHENKHUIZEN
Financial Advisor
- CRD
- #2242768
- Ownership
- Less than 5%
FRANK AURELIO VILLARREAL
COMPLIANCE OFFICER, Managing Director
- CRD
- #2035036
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Matthew M Jensen
--
- CRD
- #6015469
Arvind Saxena
--
- CRD
- #7270550
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,500,000 | -- |
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 |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing