U.S. ADVISORS, INC.

Overview

U.S Advisors, Inc. is an independent registered investment adviser focused on individual and family clients. The firm combines fee-based portfolio management with financial planning and educational workshops, charging a mix of percentage-of-AUM and hourly fees. Its model skews toward discretionary management—the firm reports its entire asset base as discretionary—while also providing planning and consulting work for smaller businesses and individual households. Investment activity centers on pooled public vehicles: mutual funds and public funds account for the bulk of client assets. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser. Its client mix and service set suggest a traditional advisory profile: model and manager selection via third-party funds, supplemented by financial planning engagements and occasional fee-for-service educational programming.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices