USA Financial Formulas LLC

Overview

USA Financial Formulas LLC is an SEC-registered advisory firm that provides fee-based portfolio management primarily to individuals, families and small businesses, with additional advisory relationships for business or institutional clients. The firm leans heavily into equity exposure, deploying exchange-traded products as the backbone of portfolios while supplementing with individual equities and external fund investments where appropriate. Portfolio mandates are managed on a discretionary basis and structured around a percentage-of-AUM fee model. Investment activity shows a clear preference for liquid, exchange-traded instruments that enable broad market exposure and tactical tilts; the firm’s largest single position is an S&P small-cap value ETF, indicating a willingness to position clients toward size and value factors. USA Financial Formulas does not position itself as an ESG-focused allocator and is not organized as a multi-state adviser for regulatory purposes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices