Usi Advisors, Inc.
● SEC registered since 1999CRD 108113SEC# 801-56622Glastonbury, CT
Reg. AUM
$56.28B
Employees
79
Accounts
1,355
Location
Glastonbury, CT
Usi Advisors, Inc. assets under management
Usi Advisors, Inc. is an investment advisory firm registered with the SEC based in Glastonbury, CT. The firm has been registered since 1999. It reports $56.3 billion in regulatory assets under management and employs 79 people.
Usi Advisors, Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David L Kappus | Treasurer | Under 5% | 2021 |
| Mary Curley | Director & Secretary | Under 5% | 2026 |
| Melinda McDonald Robidoux Control | Chief Compliance Officer | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Usi Advisors, Inc. manage?
Usi Advisors, Inc. reports $56.3 billion in regulatory assets under management on its Form ADV.
How many employees does Usi Advisors, Inc. have?
Usi Advisors, Inc. reports 79 employees.
Where is Usi Advisors, Inc. located?
Usi Advisors, Inc. is based in Glastonbury, CT and has been SEC-registered since 1999.
Does Usi Advisors, Inc. disclose fund performance?
Usi Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 95 Glastonbury Blvd., Suite 102, Glastonbury, CT 06033 |
| Phone | 860-633-5283 |
| Fax | 610-537-2898 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$56.28B▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 2%
Larger than 98% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers
Assets under management
$56.28Bregulatory AUM
Discretionary $2.37BNon-discretionary $53.91B