US Capital Global Wealth Management, LLC

Frank Villarreal is a financial advisor at US Capital Global Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Stifel Nicolaus & Co Inc. Outside of his advisory work, he is CEO of Villarreal LLC, a company that renovates single-family residences using personal funds. US Capital Global Wealth Management, LLC provides investment management, consulting, and financial planning primarily to individual and high-net-worth clients. The firm employs a multi-step screening process combining fundamental, sector, and quantitative analysis to construct asset allocation models, utilizing ETFs, stocks, bonds, mutual funds, and alternative investments as appropriate.

Ara Kachadourian is a financial advisor with US Capital Global Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Alexander Capital LP, World Equity Group, Inc., and Morgan Stanley. Outside of his advisory work, he is involved in technology business development and manages family-owned real estate and consulting ventures. US Capital Global Wealth Management primarily serves individual and high-net-worth clients, offering investment management, consulting, and financial planning through a multi-step screening process that integrates fundamental, sector, and quantitative analysis to construct diversified portfolios.

Arvind Saxena is a financial advisor with US Capital Global Wealth Management, LLC, holding Series 63 and Series 66 licenses and one year of industry experience. He has prior experience with New Genesis Financials & Insurance Solutions Inc., Eagle Strategies LLC, Nylife Securities LLC, and New York Life Insurance Company. Saxena is also the owner of New Genesis Financials & Insurance Solutions Inc., which brokers non-registered insurance products and sells New York Life products. US Capital Global Wealth Management, LLC provides investment management, consulting, and financial planning services primarily to individual and high-net-worth clients. The firm uses a multi-step screening process combining fundamental, sector, and quantitative analysis to build diversified portfolios, employing a range of investment vehicles with ongoing monitoring and periodic reviews.

Erick Schenkhuizen is a financial advisor at US Capital Global Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC and Empirikal Partners LLC. Schenkhuizen divides his time between advisory services and investment banking through affiliated entities. US Capital Global Wealth Management, LLC provides investment management, consulting, and financial planning primarily to individual and high-net-worth clients. The firm employs a multi-step screening process combining fundamental, sector/industry, and quantitative analysis to construct diversified portfolios using ETFs, stocks, bonds, mutual funds, and alternative investments.

Matthew Jensen is a financial advisor at US Capital Global Wealth Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cutler Investment Group, Cutler Investment Counsel, Helium Advisors LLC, and Heller Capital Resources. Jensen is also a licensed real estate agent in California, though he is not currently practicing. US Capital Global Wealth Management provides investment management, consulting, and financial planning services primarily to individual and high-net-worth clients. The firm employs a multi-step screening process combining fundamental, sector, and quantitative analysis to construct diversified portfolios using ETFs, stocks, bonds, mutual funds, and alternative investments.

Lisa Terk is a financial advisor with US Capital Global Wealth Management, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. Her prior roles include positions at Oppenheimer and Whitehall Parker Securities. Outside of advising, she works as a business consultant focusing on HR benefits through Insperity. US Capital Global Wealth Management serves primarily individual and high-net-worth clients, offering investment management, consulting, and financial planning. The firm employs a multi-step screening process combining fundamental, sector, and quantitative analysis to construct diversified portfolios using ETFs, stocks, bonds, mutual funds, and alternative investments.