Charles Dix Senior

Managing Director, Market Manager - Dallas at U.S. Capital Wealth

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  • Phone (972) 338-4222
  • Linkedin https://www.linkedin.com/in/charlesdixusca/
  • Location Dallas, TX

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Charles Dix Senior Bio

Charles Dix, a 40-year veteran of the financial services industry, leads the Dix Fisher Price Financial Consulting Group at U.S Capital Wealth Advisors in Dallas, TX, alongside Clayton Fisher, Megan Price, Denise Clifton, and their dedicated team. As Senior Managing Director and Dallas Market Manager, Charles leverages his extensive experience navigating major market shifts to craft balanced, goal-oriented investment portfolios tailored to each client’s financial aspirations.
Since beginning his career as a financial advisor in 1984, Charles has been committed to helping clients achieve their financial objectives through comprehensive wealth planning.  In 2005, he partnered with Clayton Fisher, which expanded in 2022 to include Megan Price, strengthening the team’s expertise to form the Dix Fisher Price Financial Consulting Group. Charles excels at developing and reviewing personalized wealth strategies, focusing on preserving capital while achieving long-term returns aligned with clients’ eMoney financial plans.
A lifelong learner, Charles holds a Liberal Arts degree in business and economics from Austin College, which he earned membership in the Pi Gamma Mu International Honor Society. He is a graduate of the Wharton School of Business Corporate Management Program, and the SMU Certified Financial Planning (CFP®) Program. His professional credentials include FINRA Series 3,7,8,63 and 65 registrations, as well as insurance licenses across multiple states.  With nearly two decades as a FINRA arbitrator and chairman, Charles brings deep industry insight to his practice.
Originally from San Antonio, TX, Charles resides in Dallas, TX.  A proud father of two and a new grandfather, he enjoys traveling, spending time with his family, friends and ranch near Junction, Texas.

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Dallas, TX

Our Dallas Office
2101 Cedar Springs Rd, Suite 1850
Dallas, Texas 75201
972-338-4201