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USAA INVESTMENT SERVICES COMPANY

Advisory

N·SAN ANTONIO, TX

Data as of Feb 4, 2026 · Source: SEC Form ADV

Total AUM

—

1-Year AUM Growth

+6.7%

3-Year CAGR

-0.7%

Employees

106

Assets Under Management

Total AUM—

Discretionary AUM—

Non-Discretionary AUM—

Discretionary %—

Total Clients2,080

Team

Total Employees106

Investment Advisers152

Employee Growth (1Y)-3.5%

Filing History

Total Filings on Record154

First FilingJan 30, 2001

Latest FilingFeb 4, 2026

🔒 Full AUM trend chart and 154 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on USAA INVESTMENT SERVICES COMPANY

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.