UsaWorld Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
UsaWorld Capital LLC provides portfolio management and financial advisory services to individual investors and, unusually for a firm of its size, to institutional clients. The firm reports approximately $5.87 million in assets under management and serves a small client base.
In its Form ADV brochure the firm discloses fee-based advisory services calculated as a percentage of assets under management and describes ongoing portfolio management tailored to client objectives and risk tolerance. The brochure also notes periodic reviews of accounts and standard disclosures on methods of analysis, investment strategies, and risks.
What is distinctive about the firm is the combination of a solo-practitioner structure with the capacity to manage institutional portfolios — an offering that only a minority of independent advisers provide. That mix results in a small-team service model that addresses both individualized client needs and institutional-level considerations less common among similarly sized peers.
Client services
Main office
Canton MI
Advisors at this office
1
Most active in
Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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