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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does US Asset Management have?","answer":"US Asset Management has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does US Asset Management invest in?","answer":"At the end of its last fiscal year, US Asset Management’s separately managed accounts held 42% exchange-traded equities, 18% pooled vehicles (private funds and similar), 17% other, 7% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 6% U.S. government and agency bonds, 2% state and local bonds and 1% investment grade corporate bonds. The 17% other category is described as: US Asset Managed Collective Trusts, Structured Notes, 401(k) and 457(b) Plans.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns US Asset Management?","answer":"US Asset Management’s direct owner is Emery Levick (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 5 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does US Asset Management get paid?","answer":"US Asset Management is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact US Asset Management?","answer":"US Asset Management’s main office is at 211 N. 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