U.S. Global Investors, Inc. is classed by the SEC under Investment Advice (industry code 6282), based in San Antonio, TX. Its latest filed balance sheet (2025-06-30) shows total assets of $49 million (its filed statements).
Asset management businessInvestment AdviceSan Antonio, TXfilings since 19958 of 9 filed, 1 estimated
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a asset management business: prior from its industry code (SEC 6282, Investment Advice); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 5.4 out of ten, 8 of 9 metrics filed and 1 estimated: past 3.7 out of ten, present 5.8 out of ten, future 6.6 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 0.5 out of ten. 15 warning events since 2017; the latest 2026-06-02. 5th percentile among 48 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 1.6 out of ten. +4.7% a year over 10 filed years; profitable in 6 of 10. 16th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Shareholder treatment (past): 8.8 out of ten. Share count shrank 4.7% a year. 100% of cash flow returned. Insiders: 0 sales, 0 purchases. 88th percentile among 36 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Financial health (present): 5.8 out of ten. ROE 7%: 7¢ of profit per shareholder dollar. Leverage 6%: owes 6¢ per asset dollar. 58th percentile among 44 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 2.9 out of ten. bottom 29% of 42 in its family; net margin 29.8%. 29th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 9.9 out of ten. CrossAssetData estimate 9.9/10, confidence 35 of 100 (one part). 99th percentile among 42 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
Room to expand (future): 4.7 out of ten. bottom 47% of 41 in its family for room to expand. 47th percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 5.8 out of ten. top 42% of 41 in its family for growth drivers. 58th percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Expectations vs reality (future): 9.1 out of ten. top 9% of 40 in its family for expectations against reality. 91st percentile among 40 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-09-03 for the period ended 2026-06-30 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-05-13 for the period ended 2026-03-31 (on EDGAR). Newest results release: Form 8-K filed 2026-09-03 (on EDGAR). Newest filing: Form 4, 2026-10-01. Filings on record since 1995. Read from EDGAR 2026-10-12.
Where the revenue comes from
Product and service lines in fiscal 2026: Investment Advisory Services 98%, Administrative Service 2%. As tagged in its annual report (Form 10-K, filed 2026-09-03).
Who runs it
Holmes, Frank E (CEO/CIO); Callicotte, Lisa (CFO). 2 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-01.
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