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U.S. BANCORP ADVISORS, LLC
CRD 14455File 801-70084
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 31, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.