Brian Ching is a registered investment advisor at U.S. Capital Wealth Advisors, LLC, based in Austin, TX, with 6 years of industry experience. Brian 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
4,460 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$7.3B

Fee Structure

Minimum Investment:$50K

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.

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Location

300 West 6th Street, Suite 1900, Austin, TX, 78701

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Brian is involved in a variety of business activities, including serving as an ambassador for the Houston Dynamo, directing/owning Elite Soccer Schools LLC, managing personal investments through BC 25 Holdings, and directing/owning/managing several restaurant/bar businesses. He also works as a registered representative for USCA Securities, LLC and a financial advisor for US Capital Wealth Advisors, LLC, dedicating minimal time to each.

Employment History
Current Registrations
U.S. Capital Wealth Advisors, LLC
June 2021 - Present · 4 yrs 10 mos
Usca Securities LLCBroker
April 2019 - Present · 7 yrs
Previous Registrations
Usca RIA LLC
May 2019 - June 2021 · 2 yrs 1 mo
State Registrations8 states
CACTFLGAHINYTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Brian Ching - Financial Advisor | TrueAdvisor