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- Custodian
- Goldman Sachs ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2006
- Office Locations
- 1
Office Locations
About USA Financial Formulas Corporation
USA Financial Formulas is a third-party, rules-based asset manager in the USA Financial family, focused on formulaic trend-driven risk management and process-led portfolio decisions. Through its custodian-agnostic, open-architecture TAMP (USAF Exchange), advisors can run models in-house or outsource to a curated menu of passive, active, and risk-managed strategies in a single account. Supports RIAs and broker-dealers using ETFs and mutual funds.
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Owner & Executives
WILLIAM CLAYTON BACHERT
Chief Financial Officer, DIRECTOR, Manager
- CRD
- #4576698
- Ownership
- Less than 5%
BRENT DAVID ENDERS
Advisor, Manager, President
- CRD
- #2858719
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $534,380,000 | $71,355 |
| Non-Discretionary | $0 | -- |
| Total | $534,380,000 | $71,355 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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