Xp Advisory US, INC.

Public-record details

Address

701 Brickell Avenue, Ste 1350, Miami, FL 33131

Phone

(786) 725-5983

Listed under

% of assets managed

CRD number

173779

Registration

SEC registered since 2019-01-30

Compensation (Form ADV 5.E)

Percentage of assets under management; Performance-based fees; Other (% of Assets Under Consolidation; Third-Party Referral Fees)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses; Selection of other advisers

Regulatory assets under management

$792.3 million

Accounts managed

258

Clients reported (Form ADV 5.D)

258

Individual / high-net-worth clients

0 / 82

Employees

34

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-04-20

SEC registered investment adviser, CRD 173779, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 173779 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.