Firm History

USCWA was founded in 2010 by a group of experienced financial industry professionals with a shared vision to combine the collegial atmosphere of a regional firm with the capabilities to provide differentiated investment opportunities and unique investment solutions. The synergies of our platform combines wealth management, equity research, equity trading, investment banking, merchant banking and municipal securities based in the energy capital of the world to deliver value to our clients every day. Today, USCWA manages approximately $9 billion in AUM for its wealth management clients and advises over 125 institutional clients, including a number of the largest investment management firms.