Austin TXChris McNeary2025-11-13T09:52:07-06:00

Discover Our Team in …

Austin, TX

Operating in the midst of one of the nation’s fastest- growing and most innovative cities, our Austin office delivers personalized wealth planning solutions to individuals, families, and business owners across Central Texas and beyond. Rooted in the local community and experienced in serving clients across the region’s key industries – including technology, energy , real estate, and the military – our team offers experienced guidance in investment management, retirement planning, tax strategy, and legacy planning.

Our Austin Office
300 W. 6th Street Suite 1900
Austin, Texas 78701
512-813-1100

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Boutique-Level Service

U.S. Capital Wealth

Proudly Serving Austin TX

Advisors Teams

Chase Abshier | Investment Analyst

Cooper Wealth Group
Kelly Cooper, CFP®, CLU® | Director
Dale Cooper, CPA | Financial Advisor

Derek Su, AIF® | Director

James McDaniel | Managing Director

Lee Wealth Management Group
Tammy Lee, CFP® | Financial Advisor

McTee Wealth Management
Ford McTee, CFP® | Senior Managing Director, Market Manager

Ransom H. Adams, CFP® | Senior Managing Director

Sam Parker | Senior Managing Director, Certified Exit Planning Advisor

The Gottesman Group
Morris S. Gottesman | Senior Managing Director
Ashley Giles, CFP® | Director

Timothy V. Myers | Director

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Phone

713.366.0500

Locations

Securities offered through USCA Securities, LLC, member FINRA/SIPC. Investment advisory services offered through U.S. Capital Wealth Advisors, LLC.
Municipal advisory services offered through USCA Municipal Advisors LLC, MSRB registered.

Advisory Services offered through U.S. Capital Wealth Advisors, LLC (“USCWA”), using custody, trading and support services of Charles Schwab & Co. Inc. (“Schwab”), or National Financial Services (“NFS”). The introducing broker for accounts at NFS is either USCA Securities LLC (“USCA”) or Fidelity Brokerage Services, both members of FINRA/SIPC. USCA and USCWA are not owned by, affiliated with or supervised by Schwab or NFS.

Brokerage services for accounts held at NFS offered through USCA Securities LLC, member FINRA/SIPC.

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