USA Financial Exchange

Public-record details

Address

6020 East Fulton Street, Ada, MI 49301

Phone

(888) 444-0125

Legal name

USA Financial Exchange LLC

CRD number

283466

Registration

SEC registered since 2016-05-18

Compensation (Form ADV 5.E)

Other (Percentage Based on Assets of Advisers Utilizing the Platform)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Selection of other advisers

Regulatory assets under management

$1.6 billion

Accounts managed

9,971

Clients reported (Form ADV 5.D)

10,265

Individual / high-net-worth clients

9,971 / 294

Employees

38

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-27

SEC registered investment adviser, CRD 283466, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 283466 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.