# USA FINANCIAL FORMULAS LLC

USA FINANCIAL FORMULAS LLC of ADA, MI is an SEC-registered investment adviser.

## Registration

- CRD: 139987
- Type: SEC-registered investment adviser
- SEC file number: 801-67442
- Location: 6020 EAST FULTON STREET, ADA, MI, 49301
- Phone: (888)407-8198
- Latest filing: 2026-03-27
- Regulatory AUM: $534.4M
- Discretionary AUM: $534.4M
- Clients: 38
- Accounts: 7,489

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Michael David Walters | CEO/MANAGER | — |
| Brent David Enders | PRESIDENT/MANAGER | — |
| William Clayton Bachert | CHIEF FINANCIAL OFFICER / MANAGER | — |
| Mark Robert Mersman | CHIEF MARKETING OFFICER | — |
| James Carroll Mcconnell | CHIEF OPERATIONS OFFICER | — |
| Dawn M Thomason | CHIEF COMPLIANCE OFFICER | — |
| ENDERS BRENT DAVID | PRESIDENT; PRESIDENT/MANAGER; PRESIDENT/MANAGER/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| WALTERS MICHAEL DAVID | CEO; CEO/MANAGER; TRUSTEE | — |
| WALTERS GARY GLEN | DIRECTOR; DIRECTOR/MANAGER; TRUSTEE | — |
| BACHERT WILLIAM CLAYTON | CHIEF FINANCIAL OFFICER / MANAGER | — |
| MCGREW ANDREA DENISE STEWART | CHIEF COMPLIANCE OFFICER/MANAGER | — |
| MCGREW MATTHEW LEE | CHIEF OPERATIONS OFFICER/MANAGER | — |
| STEWART ANDREA DENISE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/MANAGER | — |
| MERSMAN MARK ROBERT | CHIEF MARKETING OFFICER | — |
| LONG JUSTIN WADE | CHIEF SALES OFFICER | — |
| EILERS MATTHEW H | CHIEF BUSINESS DEVELOPMENT OFFICER | — |
| MCCONNELL JAMES CARROLL | CHIEF OPERATIONS OFFICER | — |
| THOMASON DAWN M | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139987/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139987/similar
- Related entities: https://search.stillhousedata.com/firm/139987/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139987

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.