Investment adviser · CRD 17868
U.S. BANCORP INVESTMENTS, INC.
Investment adviser filing (IA)
SAINT PAUL, MN, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $22.9B Form ADV · Item 5.F
- Client accounts
- 65,208 Accounts, not individual clients
- Employees
- 2,148 Reported in this filing
- Advisory professionals
- 944 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 44,939 | $14,686,185,510 | 64.0% |
| High-net-worth individuals | 3,709 | $7,671,643,125 | 33.4% |
| Corporations & businesses | 408 | $397,861,286 | 1.7% |
| Retirement plans | 97 | $115,592,858 | 0.5% |
| Government entities | 7 | $48,378,769 | 0.2% |
| Charities | 39 | $21,196,277 | 0.1% |
Filing source
Form ADV 2068318 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
60 LIVINGSTON AVENUE, EP-MN-N2WCSAINT PAUL, MN, 55107, United States
CRD 17868
Filing source
Form ADV 2068318 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.