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SWISS USADVISORS
Legal name: SWISS USADVISORS LTD.
CRD 158706File 801-72787
APPROVED
Retail clients
Disclosure events
Filing as of Feb 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$250.0M
Below cohort median (national)
Discretionary AUM
$250.0M
Clients
100
100 accounts
Employees
4
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jan 6, 2012
- Principal office
- FRAUMUENSTERSTRASSE 13, ZURICH, 8001
- Phone
- 41 58 680 36 44
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $250.0M
- Discretionary AUM
- $250.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 100
- Non-discretionary accounts
- 0
- Total accounts
- 100
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 100 | $250.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Accounts | 150 | 100 | decreased by50 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 100 | 150 | increased by50 |
| Jun 1, 2021 | Accounts | 50 | 100 | increased by50 |
| 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 “SWISS USADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SWISS USADVISORS” 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.