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| Keyboard |
| XP Advisory US Inc
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|---|---|
| CRD # | 173779 |
| SEC # | 801-114590 |
| CIK # | 0001787425 |
| AUM | 792.3 M (2026-04-20) |
| Employees | 34 (79% Investors, 82% Brokers) |
| Fees | |
| Minimum | |
| Phone | 786-725-5983 |
| Address | 701 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | PWM Credit Segregated Portfolio | 2018-12-17 | 0.2 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 82 | 97.1 |
| (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 | 11 | 448.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 165 | 246.6 |
| (n) Other | 0 | 0.0 |
| Total | 258 | 792.3 |
| By Discretionary | ||
| Discretionary | 212 | 721.3 |
| Non-Discretionary | 46 | 71.0 |
| Total | 258 | 792.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 737.2 | |
| United States Persons | 55.2 | |
| Total | 258 | 792.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0001787425] | |
| 4 | [0001787425] | |
| 6-K | [0001787425] | |
| SC 13D | [0001787425] | |
| SC 13G | [0001787425] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Zalatoris II Acquisition Corp XPAX
Class B ordinary shares · derivative
|
2021-08-19 | Other | 259,717 | ||
|
Zalatoris II Acquisition Corp XPAX
Class A ordinary shares
|
2021-08-03 | Buy | 1,222,500 | ||
|
Zalatoris II Acquisition Corp XPAX
Class A ordinary shares
|
2021-08-03 | Buy | 500,000 | ||
|
Zalatoris II Acquisition Corp XPAX
Class A ordinary shares
|
2021-08-03 | Buy | 461,100 | ||
|
Zalatoris II Acquisition Corp XPAX
Class A ordinary shares
|
2021-08-03 | Buy | 38,900 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hurlow Wealth Management Group Inc
✚
|
IN | 794.4 M |
|
BHK Investment Advisors LLC
✚
|
AL | 794.1 M |
|
Fortress Wealth Planning LLC
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|
FL | 793.9 M |
|
Clayton Financial Group LLC
✚
|
MO | 793.8 M |
|
Wealth Management Partners LLC
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|
AZ | 793.5 M |
|
Ackerman Asset Management LLC
✚
|
793.5 M | |
|
Centric Wealth Management LLC
✚
|
IL | 792.9 M |
|
The Wealth Collaborative Inc
✚
|
CA | 791.6 M |
|
Sunpointe LLC
✚
|
MO | 790.7 M |
|
Marathon Capital Management LLC
✚
|
MD | 790.1 M |