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U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors, LLC is an SEC-registered investment adviser in Houston, TX, registered since 2017. The firm manages $8.8 billion in assets, with...
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors, LLC is an SEC-registered investment adviser in Houston, TX, registered since 2017. The firm manages $8.8 billion in assets, with $6.6 billion on a discretionary basis. It has 141 employees and 71 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2007
Location
Region
North America
Country
United States
City
Houston
Corporate office
Birmingham, AL, United States
Principals
Patricia M. Ransom
President
Rustin T. Peavy
Chief Investment Officer
Larry W. Kimbrough
Managing Director
Sector focus
Frequently asked questions
Who makes investment decisions at U.S. Capital Wealth Advisors?
Patricia Ransom serves as President and leads the firm. Rustin Peavy is Chief Investment Officer and manages the portfolio construction and manager selection process. Investment decisions are committee-based with final approval from Ransom.
What asset classes does U.S. Capital Wealth Advisors avoid?
The firm is not known to invest in public equities for direct ownership — it prefers alternative assets including private credit, hedge funds, and real estate. Growth equity and early-stage venture are not documented in its portfolio disclosures.
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