XP ADVISORY US, INC.

CRD 173779File 801-114590

APPROVED

Retail clients

Filing as of Apr 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$792.3M

Above cohort median (national)

Discretionary AUM

$721.3M

Non-discretionary $71.0M

Clients

258

258 accounts

Employees

Above cohort median in FL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: MIRO
Registration date: Jan 30, 2019
Principal office: 701 BRICKELL AVENUE, STE 1350, MIAMI, FL, 33131
Phone: 786-725-5983
Website: Not reported

Assets & accounts

ADV Item 5F

Total regulatory AUM: $792.3M
Discretionary AUM: $721.3M
Non-discretionary AUM: $71.0M
Discretionary accounts: 212
Non-discretionary accounts: 46
Total accounts: 258
AUM per client: $3.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	165	$246.6M
High net worth individuals	82	$97.1M
Pooled investment vehicles	11	$448.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — % OF ASSETS UNDER CONSOLIDATION; THIRD-PARTY REFERRAL FEES
Performance-based fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Selection of other advisers
Portfolio management for pooled investment vehicles
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

This firm answered no to every Item 11 disclosure question in this filing.

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.