USA Mutuals Advisors, Inc.
USA Mutuals Advisors, Inc. is an SEC-registered ria in Concord, MA with $73.7M assets under management (AUM, regulatory AUM), -16% over one year. See who owns USA Mutuals Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131750, SEC 801-63216, data through 2026-02-10.
- AUM (assets under management / regulatory AUM)
- $73.7M (2026-02-10)
- Firm type
- Ria
- Location
- Concord, MA
- Employees
- 2
- CRD
- 131750
- Ownership
- SZILAGYI, JERRY, JOHN; HENRY, MICHAEL, JAMES; NORTON, CHARLES, LOUIS; ROBERTSCHEATHAM, LAURIE, PATRIECE; MUTUAL CAPITAL ALLIANCE, INC
How much AUM does USA Mutuals Advisors, Inc. have?
USA Mutuals Advisors, Inc. reported $73.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-10).
Who owns USA Mutuals Advisors, Inc.?
Disclosed owners and executives of USA Mutuals Advisors, Inc. include SZILAGYI, JERRY, JOHN, HENRY, MICHAEL, JAMES, NORTON, CHARLES, LOUIS, ROBERTSCHEATHAM, LAURIE, PATRIECE, MUTUAL CAPITAL ALLIANCE, INC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.