USAA INVESTMENT SERVICES COMPANY
Compensation Model
Compensation type disclosed on SEC Form ADV Item 5C. Filed 46112. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.
Conflict of Interest Analysis
Broker-Dealer Affiliated: Yes
This firm is affiliated with a broker-dealer, which means they may earn commissions on product sales — creating a potential conflict between their revenue and your best interest.
Insurance Licensed: No
Not insurance licensed. Cannot sell you annuity or insurance products directly.
Custody of Client Assets: No
Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.
Proprietary Products: No
Uses only third-party investment products. No proprietary product conflicts.
Regulatory & Disciplinary History
Clean Record
No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 4 years.
Firm Details
| Legal Name | USAA INVESTMENT SERVICES COMPANY |
| CRD Number | #5475 |
| SEC Registered | Yes |
| Registration Date | 2022-08-03 |
| States Registered | TX |
| Assets Under Management | $0 |
| Number of Clients | 91 |
| Employees | 176 |
| Compensation Type | commission |
| Last ADV Filing | 46112 |
Other Advisors in SAN ANTONIO
MONEY MANAGERS, INC.
SAN ANTONIO, TX · Since 2025
MARTIN CAPITAL ADVISORS, LLP
SAN ANTONIO, TX · Since 2021
ROBINSON VALUE MANAGEMENT, LTD.
SAN ANTONIO, TX · Since 2014
Frequently Asked Questions
Is USAA INVESTMENT SERVICES COMPANY a fiduciary?
No. USAA INVESTMENT SERVICES COMPANY is not registered as an RIA and is not legally bound by the fiduciary standard.
How does USAA INVESTMENT SERVICES COMPANY charge clients?
USAA INVESTMENT SERVICES COMPANY uses a commission compensation model. They also earn commissions on product sales, which may create conflicts of interest. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.
Does USAA INVESTMENT SERVICES COMPANY have any complaints?
No. USAA INVESTMENT SERVICES COMPANY has zero complaints or disciplinary actions on file with the SEC or FINRA across 4 years of operation.
How does USAA INVESTMENT SERVICES COMPANY compare to other advisors in SAN ANTONIO?
USAA INVESTMENT SERVICES COMPANY has a Red Flag Score of 95/100. There are 45 registered advisory firms in SAN ANTONIO. Use our city page to compare firms side by side.
Where does this data come from?
All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.
Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46112. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.