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About
Chase Abshier is an Investment Analyst at U.S. Capital Wealth Advisors, LLC, based in Austin, Texas, where he supports the firm’s advisory teams with research, portfolio analysis, and investment recommendations. He is involved in providing wealth planning and investment management solutions tailored to individuals, families, and business owners across Central Texas, particularly serving clients active in sectors such as technology, energy, real estate, and the military.
Before joining U.S. Capital Wealth Advisors in 2021, Chase held roles as a Client Services Administrator at Legacy One Financial Advisors, LLC and as a Real Estate Agent with Horizon Realty, experience that provided him with a solid foundation in client relations, portfolio administration, and real estate market insights. At U.S. Capital Wealth Advisors, he contributes to the management of multi-asset portfolios, frequently engaging with equities and fixed income, and supporting comprehensive retirement and tax planning strategies for clients.
Chase earned his Bachelor of Business Administration (BBA) in Finance from Texas A&M University and has built a reputation for effective analytical support and a strong commitment to helping clients achieve their financial objectives. His expertise spans investment analysis, client servicing, and real estate, underpinned by a focus on delivering customized portfolio solutions in fast-growing regional industries.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | Investment Analyst | Jan 2021 to Present | — |
| Legacy One Financial Advisors, LLC | Client Services Administrator | Jul 2018 to Dec 2020 | — |
| Horizon Realty | Real Estate Agent | May 2019 to Present | — |
Education
Texas A&M University
Bachelor of Business Administration - BBA, Finance
2014 — 2018
Others at U.s. Capital Wealth Advisors, LLC (3)
| Name | Role | Location |
|---|---|---|
P Patrick Mendenhall | Managing Partner | Houston, TX , United States |
C Chase Loftin | Associate | Houston, TX , United States |
| Managing Partner | Orangeburg, NY , United States |
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