# USA FINANCIAL EXCHANGE LLC

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

## Registration

- CRD: 283466
- Type: SEC-registered investment adviser
- SEC file number: 801-107771
- Location: 6020 EAST FULTON STREET, ADA, MI, 49301
- Phone: 888-444-0125
- Latest filing: 2026-03-27
- Regulatory AUM: $1.6B
- Discretionary AUM: $1.6B
- Clients: 38
- Accounts: 9,971

## Business model

- Compensation: Other
- Clients served: Charities, Other

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| [Michael David Walters](https://search.stillhousedata.com/person/684025) | CEO | — |
| [Brent David Enders](https://search.stillhousedata.com/person/684026) | PRESIDENT/MANAGER | — |
| [William Clayton Bachert](https://search.stillhousedata.com/person/684027) | CHIEF FINANCIAL OFFICER | — |
| [Mark Robert Mersman](https://search.stillhousedata.com/person/684028) | CHIEF MARKETING OFFICER | — |
| [James Carroll Mcconnell](https://search.stillhousedata.com/person/684029) | CHIEF OPERATIONS OFFICER | — |
| [Dawn M Thomason](https://search.stillhousedata.com/person/684030) | CHIEF COMPLIANCE OFFICER | — |
| [ENDERS BRENT DAVID](https://search.stillhousedata.com/person/764749) | OWNER; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| [WALTERS MICHAEL DAVID](https://search.stillhousedata.com/person/764750) | CEO; OWNER | — |
| [BACHERT WILLIAM CLAYTON](https://search.stillhousedata.com/person/764752) | CHIEF FINANCIAL OFFICER | — |
| [MCGREW ANDREA DENISE STEWART](https://search.stillhousedata.com/person/764753) | CHIEF LEGAL OFFICER/CHIEF COMPLIANCE OFFICER | — |
| [MCGREW MATTHEW LEE](https://search.stillhousedata.com/person/776117) | CHIEF OPERATING OFFICER | — |
| [MERSMAN MARK ROBERT](https://search.stillhousedata.com/person/825063) | CHIEF MARKETING OFFICER | — |
| [LONG JUSTIN WADE](https://search.stillhousedata.com/person/825064) | CHIEF SALES OFFICER | — |
| [EILERS MATTHEW H](https://search.stillhousedata.com/person/852389) | CHIEF BUSINESS DEVELOPMENT OFFICER | — |
| [MCCONNELL JAMES CARROLL](https://search.stillhousedata.com/person/869744) | CHIEF OPERATIONS OFFICER | — |
| [THOMASON DAWN M](https://search.stillhousedata.com/person/874934) | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283466/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283466/similar
- Related entities: https://search.stillhousedata.com/firm/283466/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283466

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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.