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| Keyboard |
| USA Financial Securities LLC
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|---|---|
| CRD # | 103857 |
| SEC # | 801-68276 |
| CIK # | |
| AUM | 296.5 M (2026-03-27) |
| Employees | 172 (78% Investors, 88% Brokers) |
| Phone | 888-407-8198 |
| Address | 6020 East Fulton Street Ada, MI 49301 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,185 | 211.9 |
| (b) Individuals (high net worth individuals) | 53 | 79.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 5.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,529 | 296.5 |
| By Discretionary | ||
| Discretionary | 1,045 | 205.3 |
| Non-Discretionary | 484 | 91.2 |
| Total | 1,529 | 296.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 296.5 | |
| Total | 1,529 | 296.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 374 |
| Serves | Institutional, Retail |
| LEI | 254900U5UW8N49USCG63 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Graystone Partners Wealth Management LLC
✚
|
AZ | 297.3 M |
|
Opinicus Capital Inc
✚
|
FL | 297.1 M |
|
Tandemgrowth Financial Advisors LLC
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GA | 297.0 M |
|
Matters Capital LLC
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FL | 296.8 M |
|
Austin Money Management Corporation
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|
TX | 296.1 M |
|
Palatine Hill LLC
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|
MI | 295.9 M |
|
Orchid Advisory LLC
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|
TX | 295.7 M |
|
Square Advisors LLC
✚
|
295.5 M | |
|
Huber Weakland & Associates Inc
✚
|
MD | 295.3 M |
|
Union Heritage Capital
✚
|
MI | 295.2 M |