Andrew
Yoo
U.S. Capital Wealth Advisors, LLC
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About this Advisor
Andrew Yoo is a financial advisor based in Houston, Texas. Yoo is on the advisory team at U.S. Capital Wealth Advisors, LLC. During their career, Yoo has held roles at Zumiez, Red Wolf Resort, None, Moroch Group, Theatre Under The Stars, Ocean Waved Products and Us Capital Advisors. Yoo holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. U.S. Capital Wealth Advisors, LLC is a financial advisory business based out of Houston, TX. The investment advisory business has offices in six locations and a total of 122 people on staff. It oversees $7 billion in assets among its 12,119 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 17 charities and foundations. Of its 12,119 customer accounts, 34% are associated with high-net-worth investors who have at least $1 million in assets. The company performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management largely are based on which services the firm provides the client. Fee types charged by U.S. Capital Wealth Advisors, LLC likely are comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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U.S. Capital Wealth Advisors, LLC Brokerage Details
$6,495,736,809
122
12,119
$535,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Andrew Yoo Work History
Andrew has been registered as a financial advisor for 0 years.*
Us Capital Advisors
Ocean Waved Products
Theatre Under The Stars
Moroch Group
None
None
Red Wolf Resort
Zumiez
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Yoo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at U.S. Capital Wealth Advisors, LLC
Austin, TX
Austin, TX
Houston, TX
Austin, TX
Austin, TX
Austin, TX
Houston, TX
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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