AUMdb

Usaworld Capital Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 146454 · · WWW.USAWORLDCAPITAL.COM
☆ Save with Pro ADV data as of Jun 21, 2026
Regulatory AUM
$5.9M
Discretionary
$5.9M
Clients
31
Avg AUM / client
$189K
Accounts
31
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 31 $5.9M 100.0%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Kingshook Ghosh Registered representative CFA Apr 2010 (16y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 06/21/2026 978 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Hourly charges

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 21, 2026.

View current Form ADV (SEC/IAPD) ↗