James Patrick Fortescue
Managing PartnerU.S. Capital Wealth Advisors, LLCCRD 2664841
About James Patrick Fortescue
James Patrick Fortescue is listed as Managing Partner at U.S. Capital Wealth Advisors, LLC in Houston, TX. Form ADV reports a beneficial ownership band of 5-10%. James Patrick Fortescue is associated with 8 registered advisers.
Reported ownership
Owns 5-10% of U.S. Capital Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Patrick Fortescue work?
James Patrick Fortescue is listed as Managing Partner at U.S. Capital Wealth Advisors, LLC on SEC Form ADV.
How much of U.S. Capital Wealth Advisors, LLC does James Patrick Fortescue own?
Form ADV reports a beneficial ownership band of 5-10%.
U.S. Capital Wealth Advisors, LLC
| Title | Managing Partner |
| Ownership | 5-10% |
| Control person | Yes |
| Since | 2019 |
Piton Investment Management, LP
| Title | Chief Executive Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2015 |
Arax Advisory Partners, LLC
| Title | Managing Partner |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Plh Family Office, LLC
| Title | Managing Member |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Halo Investment Services, LLC
| Title | Elected Manager |
| Ownership | — |
| Control person | Yes |
| Since | 2015 |
Piton Investment Management, LP
| Title | Elected Manager |
| Ownership | — |
| Control person | Yes |
| Since | 2015 |
Plh Family Office, LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |