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Usafolios, LLC (Charlotte)


Usafolios, LLC is an adviser based in Charlotte. It manages $17.2 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of North Carolina.

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Usafolios provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Usafolios: assets under management

The assets under management (AUM) of Usafolios, LLC is $17.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $17.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.72 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Usafolios, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Todd Andrew Gorelick Managing partner 1 Nov 2003 25% - 50% 6027964
Israel Karro Gorelick Partner 1 Nov 2003 25% - 50% 6027966
Emmett Wayne Gibson Managing member 1 Nov 2009 50% - 75% 6029583
Mark Ervin Roberts Managing member 1 Nov 2009 50% - 75% 2229420
Christopher Rook Skardon Partner 1 Jan 2011 25% - 50% 2242709
Christopher Henry Amherst Cecil Managing member 1 Apr 2013 75% - 100% 1842207

Based in Charlotte

The principal office where Usafolios, LLC performs its advisory services is located at Ballantyne One, Charlotte, NC 28277, which is also the mailing address of the firm. An additional office of the firm is in Fort Mill, SC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 704-926-7845. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.usafolios.com.


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