U.S.A. Financial & Tax Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Farmington, CT.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 95.9% of total clients.
Top client categories% of clientsClients
1
Individuals
95.9%
633
2
HNWI
4.1%
27
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$159Mas of April 22, 2026
Discretionary100.0%
$159M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$159M
Total Accounts660
10Y AUM Change+$41M (+34.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee220:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.