URS Advisory

Overview

URS Advisory is an independent, individual-owned registered investment adviser that serves individual and family clients. The firm lists financial planning, portfolio management for individuals and small businesses, and the selection of other advisers among its core advisory services. Its fee arrangements combine asset-based charges and fixed fees. URS Advisory identifies itself as a capital allocator, meaning it directs client capital to third-party managers in addition to managing portfolios internally. The firm is not an active ESG investor, is not registered as a multi-state adviser, and reports an industry affiliation with an insurance company. SEC registration year is reported as 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives