USA FIRST FINANCIAL

USA FIRST FINANCIAL of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 318453). Regulatory assets under management: $91.6M.

Registration

• CRD: 318453
• Type: Registered investment adviser
• Location: 5928 BRENDONRIDGE CT S, INDIANAPOLIS, IN, 46226
• Phone: 317-868-0823
• Latest filing: 2026-08-03
• Regulatory AUM: $91.6M
• Discretionary AUM: $91.6M
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318453 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search