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Chase Abshier

Investment Analyst at U.s. Capital Wealth Advisors, LLC

Austin, TX , United States

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

OrganizationRoleDate RangeDetails
U.S. Capital Wealth Advisors, LLCInvestment AnalystJan 2021 to Present
Legacy One Financial Advisors, LLCClient Services AdministratorJul 2018 to Dec 2020
Horizon RealtyReal Estate AgentMay 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)

NameRoleLocation
P
Patrick Mendenhall
Managing PartnerHouston, TX , United States
C
Chase Loftin
AssociateHouston, TX , United States
Jim Fortescue
Jim Fortescue
Managing PartnerOrangeburg, NY , United States

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