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| US Bancorp Advisors LLC
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| CRD # | 14455 |
| SEC # | 801-70084 |
| CIK # | 0000731201 |
| AUM | 1,796.1 M (2026-03-31) |
| Employees | 379 (37% Investors, 72% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-888-4700 |
| Address | 60 Livingston Ave Saint Paul, MN 55107 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/31/2026) [Brochure] |
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Item 5 Fees and Compensation Description of Financial Planning Fee At this time, we do not charge a fee for our financial planning services. Please note that we reserve the right to change this policy at any time without additional notice. If you maintain accounts with us, or if we assist you in implementing your financial plan, you will pay asset-based fees, transaction-based charges or commissions, account maintenance fees or other charges depending on the type of account opened. Although you are not obligated to implement your financial plan through us, you may incur such fees whether you implement your financial plan with us or at other financial institutions. Compensation to Financial Advisors Financial advisors are not directly compensated for financial planning services, but are compensated should you choose to open a managed account. Information on managed account compensation is available in a separate disclosure brochure. We reserve the right, at our discretion and without prior notice, to change the methods by which we compensate our financial advisors. Financial advisors are also subject to minimum production thresholds which are not product-specific in nature. Financial advisors not meeting minimum production thresholds may be subject to performance plans or termination. This creates a conflict of interest because a financial advisor may have an incentive to recommend programs or services in an effort to maintain employment. |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/31/2026) [Brochure] |
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Item 7 Types of Clients We advise a wide range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other businesses. |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 2.6 | ||
| Microsoft Corp | 2.0 | ||
| Alphabet Inc | 1.7 | ||
| Nvidia Corp | 1.4 | ||
| Lilly Eli & Co | 1.2 | ||
| Amazon Com Inc | 1.2 | ||
| J P Morgan Chase & Co | 1.0 | ||
| Wal Mart Stores Inc | 0.7 | ||
| Johnson & Johnson | 0.6 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,809 | 1,117.6 |
| (b) Individuals (high net worth individuals) | 436 | 567.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 25 | 25.5 |
| (h) Charitable organizations | 0 | 2.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 73 | 83.7 |
| (n) Other | 0 | 0.0 |
| Total | 3,992 | 1,796.1 |
| By Discretionary | ||
| Discretionary | 3,861 | 1,691.6 |
| Non-Discretionary | 131 | 104.5 |
| Total | 3,992 | 1,796.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,796.1 | |
| Total | 3,992 | 1,796.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0000731201] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail |
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