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Davis Kelly Rushing

U.s. Capital Wealth Advisors, LLC

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About Davis Kelly Rushing

Davis Kelly Rushing is an Investment Advisor Representative with U.S. Capital Wealth Advisors, LLC in Austin, Texas. Davis has been in the financial industry since 2006. Davis has worked at UBS Financial Services Inc. and USCA Securities LLC. Davis holds the Series 66, SIE, and Series 7 licenses. Davis has been a registered representative with the firm since June 2021. Davis has a strong track record of providing financial advice to individuals, corporations, and retirement plans.

Firm Information

Davis Rushing is currently registered with U.s. Capital Wealth Advisors, LLC. U.S. Capital Wealth Advisors, LLC is an investment advisor based in Houston, TX, managing over $6.8 billion in assets for a diverse clientele, including individuals, businesses, charities, and retirement plans. The firm provides a comprehensive suite of advisory services including financial planning, pension consulting, and portfolio management, with a focus on personalized strategies and client-centric solutions.
U.s. Capital Wealth Advisors, LLC

4444 WESTHEIMER RD.

HOUSTON, TX 77027

$6.82B

Assets Under Management

1

Total Clients

75

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Davis Rushing’s Registration & Firm History

TX

06/30/2021 - Present

U.s. Capital Wealth Advisors, LLC (AUSTIN TX)

TX

09/25/2006 - 07/06/2015

UBS FINANCIAL SERVICES INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 10/07/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Davis Kelly Rushing.
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