Private fund adviser · Miami, FL
XP Advisory US, Inc.
SEC-registered investment adviser · CRD 173779 · SEC 801-114590
At a glance
XP Advisory US, Inc. is an SEC-registered investment adviser based in Miami, Florida, with $792 million in regulatory assets under management as of its Form ADV filed April 20, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 82 individual clients. By Form ADV it is a private fund adviser, ranked 2,553rd of 4,686 private fund advisers and 6,130th of 17,210 SEC-registered advisers by assets.
Main office 786-725-5983As filed on Form ADV
- Regulatory AUM
- $792M
- Rank among private fund advisers
- #2,553 of 4,686
- Rank among all SEC RIAs
- #6,130 of 17,210
- Rank in Florida
- #318 of 1,090
- Individual clients
- 82
- High-net-worth clients
- 82
- Accounts
- 258
- Discretionary
- 91% of AUM
- Employees
- 34
- Advisory staff
- 27
- Offices
- 2
Owners and executives on its Form ADV
- Cesar F. FilhoOfficer, Head of Wealth Management
- Jared R. WilsonChief Compliance Officer
- Adelia M. GomezOperations Officer
- Marcelo A. CoscarelliOfficer, Treasurer and President
Custody and brokerage
Broker-dealer
Hybrid RIA
XP Advisory US, Inc. is a hybrid RIA: 28 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: XP Investimentos Corretora De Cambio, Valores E Titulos Mobiliarios SA and XP Investments US, LLC.
- XP Investimentos Corretora De Cambio, Valores E Titulos Mobiliarios SA
- XP Investments US, LLC ↗CRD 156691
Its Form ADV brochure (filed April 2026) names XP Investments US as the broker-dealer its advisers are registered with.
XP I and/or associated persons of XPI receive compensation for brokerage transactions effected in these advisory accounts and for the purchase of investment products recommended, which poses a conflict of interest.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 11 | $449M | 57% |
| Corporations or other businesses | 165 | $247M | 31% |
| High-net-worth individuals | 82 | $97M | 12% |
Disciplinary disclosures
XP Advisory US, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on XP Advisory US, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 2,220 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
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Background
Questions
How much does XP Advisory US, Inc. manage?
XP Advisory US, Inc. reports $792 million in regulatory assets under management across 258 accounts, 91% of it on a discretionary basis, on its Form ADV filed April 20, 2026.
What kind of firm is XP Advisory US, Inc.?
XP Advisory US, Inc. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. It reports a bank or thrift among its related persons. A public reporting company controls it.
Who are XP Advisory US, Inc.’s clients?
By assets, its largest client types are pooled investment vehicles ($449 million, 11 clients); corporations or other businesses ($247 million, 165 clients); high-net-worth individuals ($97 million, 82 clients).
Does XP Advisory US, Inc. have any disciplinary history?
XP Advisory US, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is XP Advisory US, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →