USA Financial Exchange

Overview

USA Financial Exchange is a privately held limited liability company that operates as a non-independent retail registered investment adviser. Registered with the SEC in 2016, the firm serves individual and family clients and describes itself as a capital allocator that selects outside managers rather than relying solely on in‑house strategies. Its advisory activity includes the selection of other advisers, and it maintains industry affiliations that include a broker‑dealer, another investment adviser, and an insurance company. The firm is not positioned as an active ESG investor and is not classified as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices