Dallan
Maas
U.S. Capital Wealth Advisors, LLC
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About this Advisor
Dallan Maas is a financial advisor based out of Houston, Texas with 6 years of industry experience. Maas is on the advisory team at U.S. Capital Wealth Advisors, LLC. Over the course of their career, they have held roles at Monsanto Company, Austin Financial Partners, Commonwealth Financial Network and U.S. Capital Wealth Advisors, LLC. Maas has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Texas. U.S. Capital Wealth Advisors, LLC is a company headquartered in Houston, TX. The firm has offices in six locations and a total of 122 people on staff. It oversees $7 billion in assets between its 12,119 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 17 charities and foundations. Of its 12,119 accounts, 34% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. U.S. Capital Wealth Advisors, LLC performs a diverse set 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. Financial advisory fee schedules usually vary depending on which services are provided. However, fee types charged by U.S. Capital Wealth Advisors, LLC likely include some 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
Dallan Maas Work History
Dallan has been registered as a financial advisor for 6 years.*
U.S. Capital Wealth Advisors, LLC
Austin Financial Partners
Commonwealth Financial Network
Monsanto Company
*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 Dallan Maas 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
Austin, TX
Houston, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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