Investment adviser · CRD 5475
USAA INVESTMENT SERVICES COMPANY
Investment adviser filing (IA)
SAN ANTONIO, TX, United States · Form ADV filed Sep 14, 2026
- Employees
- 176 Reported in this filing
- Advisory professionals
- 91 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 2,456 | $0 | Not reported |
| High-net-worth individuals | 179 | $0 | Not reported |
Filing source
Form ADV 2132409 · Sep 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 14, 2026. View historical filings
Reported services
Financial planning
Compensation
Not reported in these imported fields
Principal office
9800 FREDERICKSBURG ROADSAN ANTONIO, TX, 78288-0227, United States
CRD 5475
Filing source
Form ADV 2132409 · Sep 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.