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US ASSET MANAGEMENT, LLC
CRD 124234File 801-61680
APPROVED
Retail clients
Disclosure events
Filing as of Mar 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$358.5M
Below cohort median (national)
Discretionary AUM
$341.5M
Non-discretionary $16.9M
Clients
48
49 accounts
Employees
6
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 31, 2003
- Principal office
- 211 N. WHITFIELD STREET, SUITE 201, PITTSBURGH, PA, 15206-3030
- Phone
- 412-231-8209
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $358.5M
- Discretionary AUM
- $341.5M
- Non-discretionary AUM
- $16.9M
- Discretionary accounts
- 38
- Non-discretionary accounts
- 11
- Total accounts
- 49
- AUM per client
- $7.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 7 | $9.3M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 11 | $16.9M |
| State or municipal government entities | 30 | $290.4M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — FEE SHARING ARRANGEMENT
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- 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
- Q11F
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2026 | Clients | 42 | 48 | increased by6 |
| Apr 1, 2026 | AUM | $321,229,308 | $358,460,029 | increased by$37,230,721 |
| Apr 1, 2026 | Accounts | 42 | 49 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 25 | 42 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $274,862,099 | $321,229,308 | increased by$46,367,209 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 63 | 42 | decreased by21 |
| Apr 1, 2022 | Employees | 6 | 4 | decreased by2 |
| Apr 1, 2022 | Disclosures | No | Yes | |
| Apr 1, 2022 | AUM | $252,846,223 | $274,862,099 | increased by$22,015,876 |
| Apr 1, 2022 | Accounts | 53 | 63 | increased by10 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “US ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“US ASSET” may also match similarly-named firms). Confirm identity against each filing.
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.