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USAA INVESTMENT SERVICES COMPANY

SAN ANTONIO, TX · CRD 5475 · IAPD ↗ · google.com · 210-456-4218

$0Regulatory AUM
91Advisory reps
176Employees
2635Clients
More than 500Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — USAA INVESTMENT SERVICES COMPANY shrank from 106 to 91 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2024 — USAA INVESTMENT SERVICES COMPANY's Item 11 disclosure-reporting entries rose by 2 (1 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
50
April 2024 — USAA INVESTMENT SERVICES COMPANY added office(s): 11 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.