Xp Advisory US, Inc.
● SEC registered since 2019CRD 173779SEC# 801-114590Miami, FL
Reg. AUM
$792.3M
Employees
34
Accounts
258
Location
Miami, FL
Xp Advisory US, Inc. assets under management
Xp Advisory US, Inc. is a registered investment adviser overseen by the SEC based in Miami, FL. The firm has been registered since 2019. It reports $792.3 million in regulatory assets under management and employs 34 people.
Xp Advisory US, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adelia Mariel Gomez Control | Operations Officer | Under 5% | 2018 |
| Cesar Florido Filho Control | Officer, Head Of Wealth Management | Under 5% | 2024 |
| Jared Ryan Wilson Control | Chief Compliance Officer | Under 5% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Xp Advisory US, Inc. manage?
Xp Advisory US, Inc. reports $792.3 million in regulatory assets under management on its Form ADV.
How many employees does Xp Advisory US, Inc. have?
Xp Advisory US, Inc. reports 34 employees.
Where is Xp Advisory US, Inc. located?
Xp Advisory US, Inc. is based in Miami, FL and has been SEC-registered since 2019.
Does Xp Advisory US, Inc. disclose fund performance?
Xp Advisory US, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 701 Brickell Avenue, Ste 1350, Miami, FL 33131 |
| Phone | 786-725-5983 |
| Office hours | 9a.m.-6p.m. Est |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1787425 |
| Discloses disciplinary history | No |
Regulatory AUM
$792.3M▼ 49%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$792.3Mregulatory AUM
Discretionary $721.3MNon-discretionary $71M