RIA Intel›Advisers›Texas›USA ASSET MANAGEMENT, LLC

USA ASSET MANAGEMENT, LLC

Advisory

PLANO, TX

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in TX
#1,946
of 2,813 advisers by AUM
Average account
$164K
across 198 accounts
AUM per adviser
$16M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$32M
Discretionary %
100%
Clients
45
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$32M
Discretionary AUM$32M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients45
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, NC, NV, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

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

CAPITAL ALLIANCE WEALTH MANAGEMENT, LLC
SAN ANTONIO, TX
$32M
OAKVIEW CAPITAL MANAGEMENT, L.P.
DALLAS, TX
$32M
+1.1% 1Y
VITA ADVISORY SOLUTIONS INC
TEXARKANA, TX
$32M
SENSUS WEALTH MANAGEMENT GROUP LLC
SAN ANTONIO, TX
$33M
TERRY LYNN ROBERTS
$32M
HEDGEFIELD WEALTH MANAGEMENT
$32M

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