URS ADVISORY

Overview

URS Advisory is an independent, limited liability registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include both a percentage of assets under management and fixed fees. URS Advisory is not an active ESG investor and reports operations focused in a single state. The firm lists an insurance company among its industry affiliations and is SEC‑registered (registration year shown as 2026).

Assets & Accounts

Public Holdings

Investments & Alternatives