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U.S. BANCORP ADVISORS, LLC
CRD 14455File 801-70084
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.80B
Top 25% of cohort (national)
Discretionary AUM
$1.69B
Non-discretionary $104.5M
Clients
3,343
3,992 accounts
Employees
379
Top 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 14, 2009
- Principal office
- 60 LIVINGSTON AVE, EP-MN-N2WC, SAINT PAUL, MN, 55107
- Phone
- 800-888-4700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.80B
- Discretionary AUM
- $1.69B
- Non-discretionary AUM
- $104.5M
- Discretionary accounts
- 3,861
- Non-discretionary accounts
- 131
- Total accounts
- 3,992
- AUM per client
- $537K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 73 | $83.7M |
| Charitable organizations | Fewer than 5 | $2.1M |
| High net worth individuals | 436 | $567.2M |
| Pension and profit sharing plans | 25 | $25.5M |
| Individuals (other than high net worth individuals) | 2,809 | $1.12B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — 12B-1, NETWORKING, SHAREHOLDER SERV,PRODUCT PARTNER ARRANGEMENTS
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D4
- Q11D5
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 244 | 379 | increased by135 |
| Apr 1, 2026 | Clients | 3,279 | 3,343 | increased by64 |
| Apr 1, 2026 | AUM | $1,516,483,817 | $1,796,069,079 | increased by$279,585,262 |
| Apr 1, 2026 | Accounts | 3,905 | 3,992 | increased by87 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 391 | 244 | decreased by147 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4,132 | 3,279 | decreased by853 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,907,750,574 | $1,516,483,817 | decreased by$391,266,757 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5,203 | 3,905 | decreased by1,298 |
| Apr 1, 2022 | Employees | 424 | 391 | decreased by33 |
| Apr 1, 2022 | Clients | 4,850 | 4,132 | decreased by718 |
| Apr 1, 2022 | AUM | $1,688,078,932 | $1,907,750,574 | increased by$219,671,642 |
| Apr 1, 2022 | Accounts | 4,850 | 5,203 | increased by353 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BANCORP ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BANCORP ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.