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USAA INVESTMENT SERVICES COMPANY
CRD 5475File 801-126328
APPROVED
Retail clients
Filing as of Sep 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
Not reported
Discretionary AUM
Not reported
Clients
2,635
Not reported accounts
Employees
176
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Aug 3, 2022
- Principal office
- 9800 FREDERICKSBURG ROAD, SAN ANTONIO, TX, 78288-0227
- Phone
- 210-456-4218
- Website
- HTTPS://WWW.USAA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- Not reported
- Discretionary AUM
- Not reported
- Non-discretionary AUM
- Not reported
- Discretionary accounts
- Not reported
- Non-discretionary accounts
- Not reported
- Total accounts
- Not reported
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 179 | $0 |
| Individuals (other than high net worth individuals) | 2,456 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — REFERRAL FEES PURSUANT TO A REFERRAL AGREEMENT
Advisory activities
- Other advisory activities
- Financial planning services
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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 12, 2026 | AUM | $0 | — | |
| Aug 12, 2026 | Accounts | 0 | — | |
| Apr 1, 2026 | Employees | 152 | 176 | increased by24 |
| Apr 1, 2026 | Clients | 2,080 | 2,635 | increased by555 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 169 | 152 | decreased by17 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 0 | 2,080 | increased by2,080 |
| Sep 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “USAA INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“USAA INVESTMENT” 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.