USA ASSET MANAGEMENT, LLC

Overview

USA Asset Management, LLC is an independent registered investment adviser operating as an LLC that focuses on discretionary portfolio management for individuals and small businesses, alongside financial planning and the selection of outside advisers. The firm positions itself as a capital allocator: it builds client solutions primarily from pooled public funds while directing portions of client capital to third‑party managers where specialized expertise is needed. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements, reflecting a mix of ongoing portfolio management and project-based planning work. Investment activity is anchored in public mutual funds and separately managed account strategies, with a clear willingness to use external managers for specialized sleeves. The adviser does not market itself as an ESG-focused investor. It serves both individual/family clients and institutional relationships and maintains a multi-office footprint that supports client servicing across several states.

Assets & Accounts

Investments & Alternatives

Location & Offices