Philip Pilibosian is a registered investment advisor at U.S. Capital Wealth Advisors, LLC, based in Houston, TX, with 20 years of industry experience. Philip 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
4444 Westheimer, Suite G500, Houston, TX, 77027
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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.
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Philip is an advisory committee member for ApexOne Multifamily Funds III and IV, a registered representative with USCA Securities, a financial advisor with US Capital Wealth Advisors, and a financial advisor with USCA Asset Management LLC, dedicating full-time hours to the latter.
Employment History
Current Registrations
U.S. Capital Wealth Advisors, LLC
Usca Securities LLCBroker
Usca Asset Management LLC
Previous Registrations
Usca RIA LLC
Condera Securities, LLCBroker
Condera Securities, LLC
State Registrations12 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.