Chase Loftin

Chase Loftin serves as an Associate at U.S. Capital Wealth Advisors, LLC in Houston, TX, where he supports the firm's delivery of comprehensive wealth management and investment advisory services to individuals, families, and business owners. In his role, he focuses on collaborating with senior advisors to develop tailored financial solutions, participating in portfolio management, client servicing, and strategic planning initiatives within the firm.

At U.S. Capital Wealth Advisors, Loftin is involved in serving clients across key sectors including energy, healthcare, and real estate, supporting investment management, retirement planning, tax strategy, and legacy planning. His work aligns with the firm's broad expertise in creating diversified portfolios and offering multifaceted financial guidance specific to these industries.

Loftin's career background includes several years at U.S. Capital Advisors LLC, beginning in 2018, where he has gained extensive exposure to high-net-worth client relationships and investment planning processes. While specific educational credentials are not publicly available, his tenure at the firm reflects a focus on helping clients navigate complex financial landscapes within Texas’s dynamic economy, particularly in asset classes linked to energy, healthcare, business succession, and real estate investment.