Find a U.S. Capital Wealth Advisor?
Based in Houston with offices in multiple states, U.S. Capital Wealth is one of the largest independent wealth management firms in the Southwest. We believe our business model cultivates client-focused strategies that are delivered with transparency, flexibility, and a shared commitment to long-term values.
U.S. Capital Wealth
Proudly Serves
Advanced Planning Group
G. Todd Lavergne | Senior Managing Director
Nicholas L. Erwin, CFP® | Senior Managing Director
Ryan C. Ringuet | Director
Wren K. Ripoll, CFP® | Director
Josh LaVergne | Financial Advisor
Brad Miller | Managing Director
Carman Selzer Private Wealth Group
Scott M. Selzer, CEPA® | Senior Managing Director
Thomas C. Carman, CFP®, CEPA®, CKA® | Senior Managing Director
Clearlight Wealth Management Group
Gil Beer | Senior Managing Director
Jesse Isensee, CIMA® | Managing Director
Debra Parant | Financial Advisor
Galloway Wealth Group
Nathan W. Galloway | Executive Director
Peyton Denney | Financial Advisor
Harris Hurt Group
Titus Harris | Managing Director
William Hurt | Senior Managing Director
HRG Wealth Management
Christian C. Bauman, CFP®, CEPA® | Senior Managing Director
Larissa A. Poindexter | Managing Director
Mendenhall/Ching Wealth
Patrick Mendenhall | Managing Partner, Co-Founder
Brian Ching | Financial Advisor
Pilibosian Strategic Advisory Group
Phil Pilibosian | Senior Managing Director
Debra Parant | CFA® | Director
RJR Investment Group
Kelly Rushing, CPM® | Managing Director
R. Shawn Jones | Managing Director
Davis Rushing | Managing Director
Roman F. Reed | Executive Director
Shay Scruggs | Managing Director
Stephan Farber | Managing Director
The Nguyen Wealth Management Group
Kim-Ha Nguyen, CFP® | Senior Managing Director
Rachel Brown, CFP® | Director
Tolbert Financial Group
Stephen Tolbert | Senior Managing Director
The West Group
Matthew B. West | Senior Managing Director
Daniel W. Vickery | Director
Proudly Serves
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
Blake McTee, CFP® | Financial Advisor
Taylor Parsons | Financial Advisor
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 | Executive Director
Proudly Serves
Bradley Shields, CFP® | Financial Advisor
Dix Fisher Price Consulting Group
Charles Dix | Senior Managing Director
Clayton Fisher, CFP® | Director
Denise Clifton | Associate Director
Megan Price | Associate Director
Dix Sampson Consulting Group
John O. Dix, Jr. | Senior Managing Director
Karee H. Sampson | Managing Director
Gayle A. Terry | Director
John Howle | Managing Director
Proudly Serves
Farrell/Fortescue Wealth Group
Michael Farrell, CFA® | Senior Managing Director
Jim Fortescue | Vice Chairman and Managing Partner
McNeill/Fortescue Wealth Group
Larry McNeill | Executive Director, Financial Advisor
Jim Fortescue | Vice Chairman and Managing Partner
John McDermott | Managing Director
Patrician Wealth Group
Ken Mathieson | Senior Managing Director
John W. Cross IV | Director
Jake Given, CPA | Financial Advisor
Proudly Serves
Dan Sexton | Financial Advisor
Hugh Maginnis | Executive Director
Michael O’Connor, CRPC® | Executive Director
Proudly Serves
Patrician Wealth Group
Ken Mathieson | Senior Managing Director
John W. Cross IV | Director
Jake Given, CPA | Financial Advisor
Committed to Client-Centric Excellence
A Highly Personalized Client Experience
Financial Guidance
Focused on
Intentional Outcomes
Committed to
Keeping Client
Interests First
Dedicated
to Constant
Improvement
