UsaWorld Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,913,705
Clients
47
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
47
HighAverage account size
$104,547
About
UsaWorld Capital LLC manages about $4.9 million across 47 client accounts and provides investment advisory and portfolio management services primarily for individual clients. The firm's brochure also discloses that it offers portfolio management services to institutional clients in addition to its individual advisory work.
The brochure outlines the firm’s investment process, including methods of analysis, ongoing portfolio management and periodic account reviews, and notes that fees are typically charged as a percentage of assets under management. It also addresses custody arrangements, trade execution practices and proxy voting procedures in its disclosures.
What is distinctive about the firm is the inclusion of institutional portfolio management within a relatively small practice, a service that only a minority of comparable firms report. Prospective clients may want to review the brochure sections on custody, account reviews and potential conflicts of interest to understand how the firm handles both individual and institutional engagements.
Client services
Financial planning
Portfolio management
Fee options
$0 - $250,000: 2.75% $250,000 - $500,000: 2.50% $500,000 - $1,000,000: 2.00% $1,000,000+: 1.50%
$250/hour for financial planning and consulting
Account minimum: $500,000 minimum Fee-only: Fee-only financial planning and portfolio management services
Main office location
UsaWorld Capital LLC
Canton MI, United States
Number of offices
1
Most active in
UsaWorld Capital LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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