Ransom Adams, joined U.S. Capital Wealth Advisors (formerly Legacy One Financial Advisors) in 2018, he began his career in financial services almost fifteen years ago and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2006.
In his work with clients, Ransom is dedicated to understanding their needs, goals, and fears, which he believes is essential for creating an effective financial plan in which financial goals and life goals are aligned. He focuses on helping clients with investment allocation, estate planning, retirement planning, minimizing tax liability and the various financial complexities life brings. Ransom works collaboratively with estate planning attorneys and CPAs to ensure that the various efforts are coordinated for clients. Bottom line for Ransom…clients come first and his ultimate message is, “It’s your money and I want you to be happy and comfortable with where it is and what it’s doing.”
Prior to joining Legacy One Financial Advisors, Ransom spent ten years as a Senior Wealth Manager at USAA. He holds a BS in financial planning from Texas Tech University, which offers one of the country's oldest planning programs. Ransom is an Eagle Scout and continues to be involved in scouting, and coaching youth sports. When not working, he enjoys travel and spending time with his wife and two boys.
We are an Independent, wealth management firm providing sophisticated, holistic and objective solutions for our clients.
U.S. Capital Wealth Advisors was founded in 2017 as Legacy One Financial Advisors. In the summer of 2021, we aligned with USCA, RIA, the wealth management subsidiary of U.S. Capital Advisors, to form U.S. Capital Wealth Advisors (USCWA). U.S. Capital Advisors was founded in 2010 by a group of experienced professionals with a shared vision to combine the collegial atmosphere of a regional firm with the capabilities to provide differentiated investment opportunities and unique investment solutions.
Headquartered in Houston with offices across Texas, USCWA is one of the largest independently owned investment advisory firms in Texas. We are proud of the Firm we have built and continually strive to bring a host of comprehensive service options to our clients. As a majority employee-owned firm, every one of us celebrates together as a team - one person's success is shared by the entire company. Our team is aligned in our client-centric standards and vision to empower others to realize long-term value. We strive to create an unmatched client experience that offers clients the dedicated financial support, guidance and advice they desire.
|Firm Start Year:||2017|
|No. of Employees:||100-499|
|Number of Years with Current Firm:||3|
|Work Experience:||Prior to joining Legacy One Financial Advisors, Ransom spent ten years as a Senior Wealth Manager at USAA. He holds a BS in financial planning from Texas Tech University, which offers one of the country's oldest planning programs.|
|Work with the following types of clients:||Individual Investors, Businesses, Non-Profit Organizations, Investment Clubs|
|Foreign Languages Serviced:||English|
|Advisory Services Provided:||Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning|
|Investment Types:||Mutual Funds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities, Stocks, Bonds, Options & Futures, Socially Responsible Investments (SRI)|
|Can meet clients in the following ways:||Our Office, Your Home, Your Office, Email, Phone, Our Offices, Video Conference|
|Assets Managed by Firm:||5,918,424,543|
|Advisor's Number of Clients:||100+|
|Advisor's Number of Managed Clients:||N/A|
|Advisor's Number of Planning Clients:||N/A|
|Assets Managed by Advisor:||$110M|
Compensation and Fees
|Compensation Methods:||Flat Fee, Based on Assets|
|Fee % Based on Assets:||0.75% - 1%|
|Bachelor of Science - Financial Planning||Texas Tech University
- Lubbock, Texas
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Additional Detailed Disclosures
Registered Investment Advisor:
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
|Mon.||8:00 AM - 6:00 PM|
|Tue.||8:00 AM - 6:00 PM|
|Wed.||8:00 AM - 6:00 PM|
|Thu.||8:00 AM - 6:00 PM|
|Fri.||8:00 AM - 6:00 PM|
|Austin, Bastrop, Blanco, Buda, Cedar Park, Driftwood, Dripping Springs, Fredericksburg, Georgetown, Hutto, Johnson City, Kyle, Leander, Lockhart, Marble Falls, New Braunfels, Pflugerville, Round Rock, San Antonio, San Marcos, Seguin, Wimberley|
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