XP Advisory US, Inc.

Overview

XP Advisory US, Inc. is organized as a corporate institutional RIA that is registered with the SEC (registration year 2019). The firm serves both high‑net‑worth individuals and families as well as institutional clients and describes itself as a capital allocator. Its advisory activities include portfolio management for individuals and pooled investment vehicles and the selection of other advisers. XP Advisory uses a mix of fee arrangements — percentage of AUM, performance‑based fees and other fee structures — and maintains industry relationships that extend into broker‑dealer, banking, trust and insurance channels, and sponsorship or management roles for pooled vehicles. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices