Investment adviser · CRD 173779
XP ADVISORY US, INC.
Investment adviser filing (IA)
MIAMI, FL, United States · Form ADV filed Apr 20, 2026
- Regulatory AUM
- $792M Form ADV · Item 5.F
- Client accounts
- 258 Accounts, not individual clients
- Employees
- 34 Reported in this filing
- Advisory professionals
- 27 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 |
|---|---|---|---|
| Pooled investment vehicles | 11 | $448,579,046 | 56.6% |
| Corporations & businesses | 165 | $246,605,470 | 31.1% |
| High-net-worth individuals | 82 | $97,134,992 | 12.3% |
Filing source
Form ADV 2096305 · Apr 20, 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: Apr 20, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
701 BRICKELL AVENUE, STE 1350MIAMI, FL, 33131, United States
CRD 173779
Filing source
Form ADV 2096305 · Apr 20, 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.