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Firm profile

U.S. Bancorp Investments, Inc..

SAINT PAUL, MNCRD 17868Latest ADV March 31, 2026

U.S. Bancorp Investments, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Saint Paul, MN.

Assets Under Management
$22.9B
Employees
2,148
Offices
1,579 offices
Total Clients
49,199
Primary office
SAINT PAUL, MN
60 LIVINGSTON AVENUE, EP-MN-N2WC, SAINT PAUL, MN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(800) 888-4700
WebsiteNot found
LinkedInNot found

Leadership

3 roles identified
CEOShannon Mccrary Donnelly
CCOKyle Norman Salstrom
CFOShannon Keith Clark

Advisory services offered

1 types reported
Other advisory services

Fee models offered

1 types reported
Other fee arrangements
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 91.3% of total clients.
Top client categories% of clientsClients
1
Individuals
91.3%
44,939
2
HNWI
7.5%
3,709
3
Corporations
0.8%
408
4
Pension Plans
0.2%
97
5
Charitable
0.1%
39
Additional categories (<0.1%)
Government7 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$22.9Bas of March 31, 2026
Discretionary34.8%
$8.0B
35% of total RAUM34.8%
Non-discretionary65.2%
$14.9B
65% of total RAUM65.2%
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$22.9B
Total Accounts65,208
10Y AUM Change+$16.8B (+271.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2,148
Clients per Employee23:1
10Y Employee Change+87 (+4.2%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.