Robert Bourland
Robert Bourland is a registered investment advisor at U.S. Capital Wealth Advisors, LLC, based in Austin, TX, with 28 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 4,460 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
USCWA is primarily compensated through asset-based fees, which are a percentage of the assets they manage for you. These fees generally range from 0.75% to 2.0% and are negotiable. The exact fee depends on factors like the amount of assets, the services you select, and the complexity of your portfolio. Some accounts are billed monthly based on the average daily balance, while others are billed quarterly based on quarter-end values. If external managers are used, there will usually be additional fees.
Location
300 West 6th Street, Suite 1900, Austin, TX, 78701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert is a registered representative with USCA Securities, LLC since 2015 and an administrative manager/director with US Capital Wealth Advisors, LLC since 2021. He dedicates minimal time to each role, performing duties during trading hours.
Employment History
Current Registrations
U.S. Capital Wealth Advisors, LLC
Usca Securities LLCBroker
Previous Registrations
Usca RIA LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Ims Financial Advisors, INC.
Ims Securities, INC.Broker
Kovack Securities INC.Broker
Fsc Securities CorporationBroker
Southwest Securities, INC.Broker
Southwest Securities, INC.
Century Securities Associates INC
Century Securities Associates, INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Josephthal & CO., INC.Broker
H.J. Meyers & CO., INC.Broker
H.J. Meyers & CO., INC.Broker
State Registrations39 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.