U.S. Capital Wealth Advisors

Asset Manager SEC-registered adviser

Legal name: U.S. Capital Wealth Advisors, LLC

Houston, TX Website LinkedIn

AUM

$8.8B
Regulatory AUM

Private funds

1
Other 1

Private fund assets

—

Employees

141

Last Form D raise

—

From SEC Form ADV filing (filed Mar 30, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

D
David King
President and Managing Partner
Source: SEC Form ADV
J
James Fortescue
Managing Partner
Source: SEC Form ADV
P
Patrick Mendenhall
Managing Partner
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Usc Wealth Private Credit SeriesOther$18.7M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
288199
SEC file number
801-110515
CIK
1808915

Sources