XP ADVISORY US, INC.

Latest filing: Mar 19, 2025 (120 days ago)
View on IAPD
Adviser Website

AUM

$1,563,934,974
2% change vs. 1 year ago
15% change vs. 3 years ago
298% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

32
-3% change vs. 1 year ago
23% change vs. 3 years ago
88% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

MIAMI, FL
701 BRICKELL AVENUE, MIAMI, FL, UNITED STATES, 33131

Client AUM

Discretion AUM
Discretionary $1.0
Non-Discretionary $0.6
Total $1.6
Client AUM
Retail $0.1
Pooled $0.5
Institutional $1.0
Total $1.6
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 87 $0.1
Average HNW AUM $1,071,677
Retail Total 87 $0.1
Average Retail AUM $1,071,677

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
PERSHING LLC JERSEY CITY-NJ-USA $1.2
JPMORGAN CHASE BANK, N.A. COLUMBUS-OH-USA $0.2

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $1.1
Retail SMA AUM $0.1
Institutional SMA AUM $1.0
Asset Class % AUM
Equity Exch 25% $0.3
Equity Non-Exch 0% $0.0
Govt Agency 21% $0.2
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 7% $0.1
HY Credit 10% $0.1
Derivatives 1% $0.0
Investment Companies 16% $0.2
Other Pools 17% $0.2
Cash 3% $0.0
Other 0% $0.0
Total 100% $1.1

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
XP MULTIPLE STRATEGIES SPC $0.0 -
XP GESTAO DE RECURSOS LTDA $0.0 -
XP INVESMENTS UK LLP $0.0 broker-dealer -
XP CORRETORA DE SEGUROS LTDA $0.0 -
XP GLOBAL STRATEGIES SPC $0.0 -
XP ADVISORY LTDA $0.0 -
XP INVESTMENTS US, LLC $0.0 broker-dealer 156691
XP INVESTIMENTOS CORRETORA DE CAMBIO, VALORES E TITULOS MOBILIARIOS SA $0.0 broker-dealer -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

4 active

Name Title
WILSON, JARED, RYAN CHIEF COMPLIANCE OFFICER
GOMEZ, ADELIA, MARIEL OPERATIONS OFFICER
FAVERY, THIAGO HEAD OF WEALTH MANAGEMENT

ADVDB.CO • SOURCE: SEC

Representatives

26 active representatives found, showing 20 random

Name City State Exams Designations
THOMAZ SCHUCH MIAMI FL S63|2020-03-02|S65|2020-09-10
FRANCISCO FARIAS DA POIAN MIAMI FL S66|2024-03-19
TIAGO NUNES MIAMI FL S66|2023-01-27
CESAR FILHO MIAMI FL S66|2017-05-08
PAULO GUILHERME PEZZI GITZ MIAMI FL CHARTERED FINANCIAL ANALYST
MARIA EDUARDA DE HOLLANDA ALVAREZ MIAMI FL S66|2023-03-14
ADRIANO GOMES MIAMI FL S66|2014-01-09
LUIZ SANTOS FRANCA MIAMI FL S66|2022-07-06
LUCAS BRESCIA GREGORI MIAMI FL S66|2023-01-30
LUIZA ALCKMIN J SCHMIDT RESENDE MIAMI FL S66|2022-11-23
RICARDO VENTURA MIAMI FL S66|2011-12-09
MARCELO CANCADO PASSARELLI SCOTT MIAMI FL S66|2022-11-18
JUAN CASTANO TOBON MIAMI FL S66|2021-11-20
BRUNO CARVALHO MIAMI FL S63|2020-10-30|S66|2023-03-20
PEDRO REZENDE MIAMI FL S66|2024-03-14
CLAUDIA RIPPER MIAMI FL S63|2014-10-28|S66|2018-11-19
GABRIEL RIBEIRO MIAMI FL S66|2020-02-13
MARCELLO DE OLIVEIRA FONSECA MIAMI FL S66|2022-12-12
RAFAEL OLIVEIRA MIAMI FL S66|2022-12-16
IVAN ROCHA MIAMI FL S66|2022-05-25

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-06-02 $1.6 $0.0 0% 32 0 0%
2025-04-21 $1.6 $0.0 0% 32 0 0%
2024-04-02 $1.5 $0.0 2% 33 -1 -3%
2023-04-04 $1.5 $0.0 1% 30 2 7%
2022-04-01 $1.4 $0.2 15% 26 6 23%
2021-04-05 $0.8 $0.7 87% 26 6 23%
2020-04-01 $0.4 $1.2 298% 17 15 88%
2019-04-01 $0.1 $1.4 1251% 15 17 113%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
FL, FL-01/30/2019, NY-01/30/2019, WY-01/30/2019
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (POOLS)
MANAGER SELECTION
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV