RIA Intel›Advisers›Florida›XP ADVISORY US, INC.

XP ADVISORY US, INC.

Advisory

N·MIAMI, FL

Data as of Apr 20, 2026 · Source: SEC Form ADV

Total AUM
$792M
1-Year AUM Growth
+1.9%
3-Year CAGR
+4.8%
Employees
27
Assets Under Management
Total AUM$792M
Discretionary AUM$721M
Non-Discretionary AUM$71M
Discretionary %91%
Total Clients386
Team
Total Employees27
Investment Advisers34
Employee Growth (1Y)+23.8%
Filing History
Total Filings on Record21
First FilingDec 17, 2018
Latest FilingApr 20, 2026
🔒 Full AUM trend chart and 21 historical filings spanning 8+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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