USAA Investment Services Company
● SEC registered since 2022CRD 5475SEC# 801-126328San Antonio, TX
Reg. AUM
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Employees
176
Accounts
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Location
San Antonio, TX
USAA Investment Services Company assets under management
USAA Investment Services Company is a registered investment adviser overseen by the SEC based in San Antonio, TX. The firm has been registered since 2022. It employs 176 people.
USAA Investment Services Company owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Scott Beardsley Control | President | Under 5% | 2026 |
| Daniel Denton Rountree Control | Anti-Money Laundering Officer | Under 5% | 2026 |
| Douglas Paul Monska Control | Tax Officer | Under 5% | 2026 |
| Erin Anne McAuliffe-Killian Control | Payroll Officer | Under 5% | 2026 |
| Frank Thomas IV Eck | Secretary | Under 5% | 2024 |
| Jennifer Margret Flores | Finop And Principal Financial Officer | Under 5% | 2019 |
| Karina Lopez Laskowski Control | Assistant Hr Payroll Officer | Under 5% | 2026 |
| Madeline Ivette Perez-Rossello Control | Assistant Vice President And Principal Operations Officer | Under 5% | 2024 |
| Paul Scott Tava Control | Chief Compliance Officer | Under 5% | 2026 |
| Steve Adam Ramon | Avp, Attorney | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How many employees does USAA Investment Services Company have?
USAA Investment Services Company reports 176 employees.
Where is USAA Investment Services Company located?
USAA Investment Services Company is based in San Antonio, TX and has been SEC-registered since 2022.
Does USAA Investment Services Company disclose fund performance?
USAA Investment Services Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9800 Fredericksburg Road, San Antonio, TX 78288-0227 |
| Phone | 210-456-4218 |
| Office hours | 7:30 a.m. - 8:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 847866 |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 4%
More than 96% of 16,804 advisers