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USCA RIA LLC
HOUSTON, TX
713-366-0500
SEC #801-72105Total AUM
$4.1B
Employees
72Clients
2,654Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4444 WESTHEIMER
SUITE G500
HOUSTON
TX 77027
United States
SUITE G500
HOUSTON
TX 77027
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Monday - Friday
Phone
713-366-0500
Other Offices
3
Financials
Total AUM
$4.1B
Accounts
6,967Discretionary
$2.6B
Accounts
4,069Non-Discretionary
$1.6B
Accounts
2,898
Clients
Individual Clients
1,462AUM
$525.2M
HNW Individual Clients
969AUM
$3B
Pension/Profit Sharing Plan Clients
55AUM
$58.1M
Charitable Organization Clients
14AUM
$44.5M
Government Entity Clients
4AUM
$13.2M
Corporation or Business Clients
150AUM
$510.5M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.