RIA Intel›Advisers›Delaware›FINANCIAL DECISIONS (USA) LLC

FINANCIAL DECISIONS (USA) LLC

Advisory

Data as of Mar 26, 2026 · Source: SEC Form ADV

Average account

$184K

across 215 accounts

AUM per adviser

$40M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$40M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$40M

Discretionary AUM$40M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients135

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

135 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

HOLDEN FAMILY OFFICE, LLC

$40M

MANLEY CAPITAL MANAGEMENT, LLC

$39M

BLACK ARROW CAPITAL LLC

$38M

RADNORWOOD CAPITAL, LLC

$41M

PC2 CAPITAL LP

$42M

EXPECTED VALUE MANAGEMENT LLC

$42M

Get the full picture on FINANCIAL DECISIONS (USA) LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FINANCIAL DECISIONS (USA) LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans