USA FINANCIAL SECURITIES LLC
Legal name: USA FINANCIAL SECURITIES CORPORATION
CRD #103857 SEC #801-68276 ADA, MI 888-407-8198
SEC Registered Broker-Dealer Disclosures
Total AUM
$301.5M
Discretionary
$195.9M
Employees
166
Clients
51
Accounts
1,750
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $301.5M | $195.9M | $105.6M | 166 | 87 |
| Aug 2025 | $301.5M | $195.9M | $105.6M | 166 | 87 |
| Mar 2025 | $301.5M | $195.9M | $105.6M | 166 | 87 |
| Sep 2024 | $268.7M | $174M | $94.7M | 166 | 265 |
| Aug 2024 | $268.7M | $174M | $94.7M | 166 | 265 |
| Aug 2024 | $268.7M | $174M | $94.7M | 166 | 265 |
| Aug 2024 | $268.7M | $174M | $94.7M | 166 | 265 |
| Apr 2024 | $268.7M | $174M | $94.7M | 166 | 265 |
| Mar 2024 | $268.7M | $174M | $94.7M | 166 | 265 |
| Mar 2023 | $223.5M | $140.7M | $82.8M | 166 | 153 |
| Aug 2022 | $224.8M | $120.3M | $104.5M | 178 | 153 |
| Aug 2022 | $224.8M | $120.3M | $104.5M | 178 | 153 |
| Aug 2022 | $224.8M | $120.3M | $104.5M | 178 | 153 |
| Aug 2022 | $224.8M | $120.3M | $104.5M | 178 | 153 |
| Apr 2022 | $224.8M | $120.3M | $104.5M | 178 | 153 |
| Mar 2022 | $224.8M | $120.3M | $104.5M | 178 | 153 |
| Dec 2021 | $212M | $100.1M | $111.9M | 178 | 153 |
| Sep 2021 | $212M | $100.1M | $111.9M | 178 | 153 |
| Sep 2021 | $212M | $100.1M | $111.9M | 178 | 153 |
| Mar 2021 | $212M | $100.1M | $111.9M | 178 | 153 |
| Jun 2020 | $188.9M | $81.2M | $107.8M | 178 | 153 |
| May 2020 | $188.9M | $81.2M | $107.8M | 178 | 153 |
| Apr 2020 | $188.9M | $81.2M | $107.8M | 178 | 153 |
| Mar 2020 | $246.2M | $140.4M | $105.9M | 172 | 153 |
| Oct 2019 | $246.2M | $140.4M | $105.9M | 172 | 153 |
| Apr 2019 | $246.2M | $140.4M | $105.9M | 172 | 153 |
| Nov 2018 | $353.5M | $257M | $96.5M | 172 | 153 |
| Apr 2018 | $353.5M | $257M | $96.5M | 172 | 153 |
| Mar 2018 | $353.5M | $257M | $96.5M | 172 | 153 |
| May 2017 | $262.3M | $170.1M | $92.2M | 115 | 300 |
| Apr 2017 | $262.3M | $170.1M | $92.2M | 115 | 300 |
| Mar 2016 | $172.6M | $140M | $32.6M | 115 | 300 |
| Aug 2015 | $163M | $129.7M | $33.3M | 115 | 300 |
| Mar 2015 | $163M | $129.7M | $33.3M | 115 | 300 |
| Mar 2014 | $109.4M | $85.1M | $24.4M | 115 | 300 |
| Mar 2013 | $79.4M | $55.9M | $23.5M | 90 | 300 |
| Mar 2012 | $65.1M | $45.3M | $19.7M | 51 | 300 |
| Mar 2011 | $64.4M | $23.3M | $41.1M | 51 | -- |
| Jan 2008 | $28M | $0 | $28M | 51 | -- |
| Jan 2008 | $28M | $0 | $28M | 51 | -- |
| Aug 2007 | $25.6M | $0 | $25.6M | 51 | -- |
| Aug 2007 | $25.6M | $0 | $25.6M | 51 | -- |
DateSep 2025
Total AUM$301.5M
Discretionary$195.9M
Non-Disc.$105.6M
Employees166
Clients87
DateAug 2025
Total AUM$301.5M
Discretionary$195.9M
Non-Disc.$105.6M
Employees166
Clients87
DateMar 2025
Total AUM$301.5M
Discretionary$195.9M
Non-Disc.$105.6M
Employees166
Clients87
DateSep 2024
Total AUM$268.7M
Discretionary$174M
Non-Disc.$94.7M
Employees166
Clients265
DateAug 2024
Total AUM$268.7M
Discretionary$174M
Non-Disc.$94.7M
Employees166
Clients265
DateAug 2024
Total AUM$268.7M
Discretionary$174M
Non-Disc.$94.7M
Employees166
Clients265
DateAug 2024
Total AUM$268.7M
Discretionary$174M
Non-Disc.$94.7M
Employees166
Clients265
DateApr 2024
Total AUM$268.7M
Discretionary$174M
Non-Disc.$94.7M
Employees166
Clients265
DateMar 2024
Total AUM$268.7M
Discretionary$174M
Non-Disc.$94.7M
Employees166
Clients265
DateMar 2023
Total AUM$223.5M
Discretionary$140.7M
Non-Disc.$82.8M
Employees166
Clients153
DateAug 2022
Total AUM$224.8M
Discretionary$120.3M
Non-Disc.$104.5M
Employees178
Clients153
DateAug 2022
Total AUM$224.8M
Discretionary$120.3M
Non-Disc.$104.5M
Employees178
Clients153
DateAug 2022
Total AUM$224.8M
Discretionary$120.3M
Non-Disc.$104.5M
Employees178
Clients153
DateAug 2022
Total AUM$224.8M
Discretionary$120.3M
Non-Disc.$104.5M
Employees178
Clients153
DateApr 2022
Total AUM$224.8M
Discretionary$120.3M
Non-Disc.$104.5M
Employees178
Clients153
DateMar 2022
Total AUM$224.8M
Discretionary$120.3M
Non-Disc.$104.5M
Employees178
Clients153
DateDec 2021
Total AUM$212M
Discretionary$100.1M
Non-Disc.$111.9M
Employees178
Clients153
DateSep 2021
Total AUM$212M
Discretionary$100.1M
Non-Disc.$111.9M
Employees178
Clients153
DateSep 2021
Total AUM$212M
Discretionary$100.1M
Non-Disc.$111.9M
Employees178
Clients153
DateMar 2021
Total AUM$212M
Discretionary$100.1M
Non-Disc.$111.9M
Employees178
Clients153
DateJun 2020
Total AUM$188.9M
Discretionary$81.2M
Non-Disc.$107.8M
Employees178
Clients153
DateMay 2020
Total AUM$188.9M
Discretionary$81.2M
Non-Disc.$107.8M
Employees178
Clients153
DateApr 2020
Total AUM$188.9M
Discretionary$81.2M
Non-Disc.$107.8M
Employees178
Clients153
DateMar 2020
Total AUM$246.2M
Discretionary$140.4M
Non-Disc.$105.9M
Employees172
Clients153
DateOct 2019
Total AUM$246.2M
Discretionary$140.4M
Non-Disc.$105.9M
Employees172
Clients153
DateApr 2019
Total AUM$246.2M
Discretionary$140.4M
Non-Disc.$105.9M
Employees172
Clients153
DateNov 2018
Total AUM$353.5M
Discretionary$257M
Non-Disc.$96.5M
Employees172
Clients153
DateApr 2018
Total AUM$353.5M
Discretionary$257M
Non-Disc.$96.5M
Employees172
Clients153
DateMar 2018
Total AUM$353.5M
Discretionary$257M
Non-Disc.$96.5M
Employees172
Clients153
DateMay 2017
Total AUM$262.3M
Discretionary$170.1M
Non-Disc.$92.2M
Employees115
Clients300
DateApr 2017
Total AUM$262.3M
Discretionary$170.1M
Non-Disc.$92.2M
Employees115
Clients300
DateMar 2016
Total AUM$172.6M
Discretionary$140M
Non-Disc.$32.6M
Employees115
Clients300
DateAug 2015
Total AUM$163M
Discretionary$129.7M
Non-Disc.$33.3M
Employees115
Clients300
DateMar 2015
Total AUM$163M
Discretionary$129.7M
Non-Disc.$33.3M
Employees115
Clients300
DateMar 2014
Total AUM$109.4M
Discretionary$85.1M
Non-Disc.$24.4M
Employees115
Clients300
DateMar 2013
Total AUM$79.4M
Discretionary$55.9M
Non-Disc.$23.5M
Employees90
Clients300
DateMar 2012
Total AUM$65.1M
Discretionary$45.3M
Non-Disc.$19.7M
Employees51
Clients300
DateMar 2011
Total AUM$64.4M
Discretionary$23.3M
Non-Disc.$41.1M
Employees51
Clients--
DateJan 2008
Total AUM$28M
Discretionary$0
Non-Disc.$28M
Employees51
Clients--
DateJan 2008
Total AUM$28M
Discretionary$0
Non-Disc.$28M
Employees51
Clients--
DateAug 2007
Total AUM$25.6M
Discretionary$0
Non-Disc.$25.6M
Employees51
Clients--
DateAug 2007
Total AUM$25.6M
Discretionary$0
Non-Disc.$25.6M
Employees51
Clients--