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USA FINANCIAL SECURITIES LLC
CRD 103857File 801-68276
APPROVED
Retail clients
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$296.5M
Below cohort median (national)
Discretionary AUM
$205.3M
Non-discretionary $91.2M
Clients
1,246
1,529 accounts
Employees
172
Below cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 24, 2007
- Principal office
- 6020 EAST FULTON STREET, ADA, MI, 49301
- Phone
- 888-407-8198
- Website
- HTTP://WWW.USAFINANCIAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $296.5M
- Discretionary AUM
- $205.3M
- Non-discretionary AUM
- $91.2M
- Discretionary accounts
- 1,045
- Non-discretionary accounts
- 484
- Total accounts
- 1,529
- AUM per client
- $238K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $5.2M |
| High net worth individuals | 53 | $79.4M |
| Individuals (other than high net worth individuals) | 1,185 | $211.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.