RIA Intel›Advisers›Indiana›USA FIRST FINANCIAL

USA FIRST FINANCIAL

Advisory

INDIANAPOLIS, IN

Data as of Aug 3, 2026 · Source: SEC Form ADV

Rank in IN

#221

of 270 advisers by AUM

Average account

$92M

across 1 accounts

AUM per adviser

$92M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 3, 2026.

Total AUM

$92M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$92M

Discretionary AUM$92M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

1 clients

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

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Advisers of similar size in IN

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

MCC FINANCIAL ADVISORS, LLC

$92M

$92M

CAPSTONE ADVISORS, LLC

$91M

CADE GROUP, INC.

$93M

DYNAMIC LEGACY PLANNING LLC

$90M

GINERIS WEALTH MANAGEMENT LLC

$89M

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