USA Financial Formulas LLC
● SEC registered since 2007CRD 139987SEC# 801-67442Ada, MI
Reg. AUM
$534.4M
Employees
38
Accounts
7,489
Location
Ada, MI
USA Financial Formulas LLC assets under management
USA Financial Formulas LLC is a registered investment adviser overseen by the SEC based in Ada, MI. The firm has been registered since 2007. It reports $534.4 million in regulatory assets under management and employs 38 people.
USA Financial Formulas LLC owners & executives
27 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent David Enders Control | President/Manager | Under 5% | 2006 |
| Dawn M Thomason Control | Chief Compliance Officer | Under 5% | 2022 |
| James Carroll McConnell | Chief Operations Officer | Under 5% | 2021 |
See all 27 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does USA Financial Formulas LLC manage?
USA Financial Formulas LLC reports $534.4 million in regulatory assets under management on its Form ADV.
How many employees does USA Financial Formulas LLC have?
USA Financial Formulas LLC reports 38 employees.
Where is USA Financial Formulas LLC located?
USA Financial Formulas LLC is based in Ada, MI and has been SEC-registered since 2007.
Does USA Financial Formulas LLC disclose fund performance?
USA Financial Formulas LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6020 East Fulton Street, Ada, MI 49301 |
| Phone | (888)407-8198 |
| Fax | (888)869-9411 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1633716 |
| Discloses disciplinary history | No |
Regulatory AUM
$534.4M▼ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$534.4Mregulatory AUM
Discretionary $534.4M