Xp Advisory US, Inc.

Registered investment adviser · Miami, FL · CRD #173779

Form ADV data as of 2026-09-01

Regulatory assets

$792.3 million

Total accounts

258

Employees

Disclosure events

Firm details

Telephone: 786-725-5983
SEC file number: 801-114590
Most recent Form ADV filing: 2026-04-20
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$721.3 million
Non-discretionary regulatory assets under management	$71.0 million
Total regulatory assets under management	$792.3 million
Discretionary accounts	212
Non-discretionary accounts	46
Total accounts	258
Regulatory assets under management attributable to non-U.S. persons	$737.2 million

People

Total employees (excluding clerical)	34
Employees performing investment advisory functions (including research)	27
Employees who are registered representatives of a broker-dealer	28
Employees registered as investment adviser representatives with a state	28
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	1

How the firm is compensated

A percentage of assets under managementPerformance-based feesOther

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers)Other

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Banking or thrift institutionTrust companyInsurance company or agencySponsor or syndicator of limited partnershipsSponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys securities from or sells securities to advisory clients (principal transactions)
Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another proprietary interest
Recommends securities for which it serves as underwriter or general partner
Recommends brokers or dealers to clients
Brokers or dealers recommended under 8.E. are related persons
Compensates a non-employee for client referrals
Receives compensation from others for client referrals

Client types

Type of client	Clients	Assets
High net worth individuals	82	$97.1 million
Pooled investment vehicles (other than investment companies and BDCs)	11	$448.6 million
Corporations or other businesses not listed above	165	$246.6 million