Capital Wealth
Financial Services • 
Houston, Texas, United States • 101-200 Employees
Company overview
| Headquarters | 4444 Westheimer Rd., Suite G500, Houston, Texas 77027, US |
| Phone number | +17133660500 |
| Websites | |
| NAICS | 52 |
| Keywords | Investment Banking, Wealth Management, Equity Research, Institutional Sales And Trading, Merchant Banking, Public Finance |
| Founded | 2010 |
| Employees | 101-200 |
| Socials |
Key Contacts at Capital Wealth
Ken Mathieson
Managing Director
Jeff Sease
Executive Director
Morris Gottesman
Senior Managing Director - The Gottesman Group
Brad Miller
Managing Director
Ashley Giles
Associate Director
James Mcdaniel
Managing Director
Barry Guinn
Senior Managing Director- Institutional Client Group
John A Howle
Managing Director
Lina Angelo
Director
Annah Russell
Director Of Operations
Capital Wealth Email Formats
Capital Wealth uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@uscallc.com), used 54.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@uscallc.com | 61.9% |
{first name}{last name} | johndoe@uscwealth.com | 35.2% |
{first initial} | j@uscallc.com | 1.4% |
About Capital Wealth
Headquartered in Houston, Texas, with a strategic Texas presence across Austin, Dallas, and Georgetown, as well as offices in New York City, Massachusetts, and Florida, U.S. Capital Wealth LLC (“USCW”) is an integrated financial services boutique with primary business lines in Wealth Management and Capital Markets. USCW's Wealth Management division provides a full range of advisory services and solutions to high net worth individuals and family offices. USCW'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. 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, member MSRB.
Capital Wealth revenue & valuation
| Annual revenue | $15,800,000 |
| Revenue per employee | $128,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $50,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Capital Wealth has 54 employees across 7 departments.
Departments
Number of employees
Funding Data
Capital Wealth has never raised funding before.
Capital Wealth Tech Stack
Discover the technologies and tools that power Capital Wealth's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
Analytics
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Taiwan, Province of ChinaFrequently asked questions
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