Based in Houston, Texas with additional offices in Dallas and Austin, U.S. Capital Advisors ("USCA"​) is an integrated financial services boutique with primary business lines in Wealth Management, Capital Markets and Asset Management.  USCA's Wealth Management division provides a full range of advisory services and solutions to high net worth individuals and family offices. USCA's Capital Markets division, which includes the firm's, Equity Research, Institutional Client, Investment & Merchant Banking, and Public Finance businesses, advises corporate, institutional and municipal clients.  USCA’s Asset Management division includes the Energy Capital Group, which will oversee the private energy and infrastructure investment fund managed by the firm as well as the firm’s multi-manager business which currently manages two funds of funds and a registered closed end fund, which focus on alternative investments for individual and institutional investors.  USCA was founded in 2010 and is privately owned.  Securities offered through USCA Securities LLC, member FINRA/SIPC; Investment advisory services offered through U.S. Capital Wealth Advisors, LLC and USCA Asset Management LLC; Municipal advisory services offered through USCA Municipal Advisors LLC, member MSRB.

Real Estate

US Capital Advisors LLC

US Capital Advisors LLC's headquarters in Houston, TX, United States

Patrick Mendenhall

Stephen Tolbert

Shawn Jones

Kelly Rushing

Karee Sampson

John A Howle

Clint Turner

The Sales and Client Services team at U.S. Capital Advisors LLC plays a crucial role in enhancing client relationships and driving business growth. This team is responsible for providing tailored service to high net worth individuals and family offices, managing client inquiries, executing trades, and facilitating smooth operations. They also focus on business development to expand the client base and ensure that clients receive exceptional support and strategic financial advisory services across the firm’s diverse offerings.

Sales and Client Services

The Leadership Team at U.S. Capital Advisors LLC is responsible for setting the strategic direction of the firm, overseeing all business lines, and ensuring alignment across Wealth Management, Capital Markets, and Asset Management divisions. Comprised of seasoned leaders, the team drives operational excellence, fosters client relationships, and navigates market opportunities to uphold the firm’s commitment to delivering tailored financial solutions to high-net-worth individuals and institutions.

Leadership Team

The Finance and Accounting team at US Capital Advisors LLC is responsible for the financial health of the firm, including budgeting, forecasting, and financial reporting. This team ensures accurate accounting practices, manages payroll, and oversees compliance with regulatory requirements. They also support investment banking activities by providing financial analysis and insights to inform strategic decision-making within the company's diverse financial services portfolio.

US Capital Advisors LLC

Org chart

Teams

Sales and Client Services

Leadership Team

Finance and Accounting

Offices

US Capital Advisors LLC

Org chart

Teams

Sales and Client Services

Leadership Team

Finance and Accounting

Offices

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