Xp Advisory Us, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Miami, FL. Its latest Form ADV filing, dated April 20, 2026, reports $792M in regulatory assets under management, 34 employees, 1 office, and 258 accounts.
Assets Under Management
$792M
Employees
34
Offices
1 office
Total Clients
258
Primary office
MIAMI, FL
701 BRICKELL AVENUE, STE 1350, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentCorporations represent 64.0% of total clients.
Top client categories% of clientsClients
1
Corporations
64.0%
165
2
HNWI
31.8%
82
3
Pooled Investment Vehicles
4.3%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$792Mas of April 20, 2026
Discretionary91.0%
$721M
91% of total RAUM91.0%
Non-discretionary9.0%
$71M
9% of total RAUM9.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$792M
Total Accounts258
10Y AUM Change+$682M (+617.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees34
Clients per Employee8:1
10Y Employee Change+19 (+126.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.