U.S. Capital Wealth Advisors LLC lowered its holdings in CVS Health Co. (NYSE:CVS – Free Report) by 84.5% in the 4th quarter, ...

U.S. Capital Wealth Advisors LLC grew its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 304.7% during the ...

U.S. Capital Wealth Advisors LLC acquired a new stake in shares of Shopify Inc. (NYSE:SHOP - Free Report) TSE: SHOP in the ...

CEO Ryan Parker says the firm’s aggressive acquisition strategy is driven by the desire to “win the war for talent” and set ...

For registered investment advisor firms in 2025, that is the question. To date, the overwhelming majority of large RIAs ...

Kenneth Chavis IV, a senior wealth advisor at Versant Capital Management, is helping to build out the firm’s family office ...

The giant national RIAs are kicking off their 2025 respective deal calendars, with EP Wealth making a landmark expansion in ...

A West Coast wealth management firm with about $31 billion in assets under management has made its initial foray into ...

EP Wealth Advisors ("EP Wealth"), a leading fee-only registered investment adviser ("RIA") with a growing national footprint, ...