US Capital Global Wealth Management, LLC

Overview

US Capital Global Wealth Management, LLC is a small, fee-based advisory firm organized as an LLC that primarily serves individual and family clients. The firm charges clients a percentage of assets under management and provides financial planning as well as discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Ownership is a mix of a domestic entity and an individual, and the adviser reports no active ESG focus. The firm also notes affiliations that extend beyond pure advisory work: it lists broker‑dealer/sponsor activity and roles as a general partner or managing member of pooled investment vehicles, which indicates the capability to sponsor or operate private pooled strategies in addition to allocating to outside managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices