Bradley
Miller

U.S. Capital Wealth Advisors, LLC

CRD#2012535
Investment Advisor
in Austin, TX

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About this Advisor

Bradley Miller is a financial advisor based in Austin, Texas who has 2 years of industry experience. Miller is an employee of U.S. Capital Wealth Advisors, LLC. During their career, Miller has held roles at Citigroup Global Markets, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, U.S. Capital Wealth Advisors, LLC, Usca Ria LLC and Usca Securities LLC. Miller maintains a Series 63 license, designating them as a securities broker, and is able to serve investors in Texas. U.S. Capital Wealth Advisors, LLC is a business that has its headquarters in Houston, TX. The firm has offices in six locations and a total of 122 financial advisors. It oversees $7 billion in total assets across its 12,119 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 17 charitable organizations. Of its 12,119 accounts, 34% are held by high-net-worth individuals who have at least $1 million in assets available to invest. U.S. Capital Wealth Advisors, LLC offers a wide set of services, including 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. Financial advisory fees typically are based on which services the firm provides the client. Fees charged by U.S. Capital Wealth Advisors, LLC most likely consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

300 West 6Th Street Suite 1900
Austin, TX 78701

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U.S. Capital Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$6,495,736,809

TX Average: $3,042,739,679
Total Number of Employees

122

TX Average: 49
Total Number of Accounts

12,119

TX Average: 2,315
Average Account Size

$535,996

TX Average: $1,314,358

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

Bradley Miller Work History

Bradley has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

U.S. Capital Wealth Advisors, LLC

2019 - Present (5 years)

Usca Securities LLC

2019 - 2021 (2 years)

Usca Ria LLC

2015 - 2019 (4 years)

Morgan Stanley Private Bank, National Association

2009 - 2019 (10 years)

Morgan Stanley Smith Barney

2007 - 2019 (12 years)

Citigroup Global Markets

*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 Bradley Miller 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

Robert Bourland
Austin, TX
Bradley Shields
Austin, TX
George Howe
Austin, TX
Charles Blanton
Houston, TX
Jessie Timmins
Austin, TX
Louis Granger
Houston, TX
Julie Cotuno
Houston, TX
James Gilley Jr
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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