JUPITER, FLCRD 289892Registration Status: ApprovedEffective since April 29, 2026Latest ADV July 24, 2026
Urs Advisory is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jupiter, FL. Its latest Form ADV filing, dated July 24, 2026, reports $200M in regulatory assets under management, 6 employees, and 536 accounts.
Assets Under Management
$200M
Employees
6
Offices
--
Total Clients
173
Primary office
JUPITER, FL
4425 N MILITARY TRAIL, SUITE 208, JUPITER, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.2% of total clients.
Top client categories% of clientsClients
1
Individuals
64.2%
111
2
HNWI
35.8%
62
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$200Mas of July 24, 2026
Discretionary100.0%
$200M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$200M
Total Accounts536
10Y AUM Change+$42M (+26.1%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee29:1
10Y Employee Change+1 (+20.0%)
Rialytix.com
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.