Xp Advisory US, Inc.

$792.3MAssets under management
as of Apr 2026 · SEC Form ADV
Miami, FL
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Tech stack

No one at Xp Advisory US, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Pershing
Per Form ADV · $1.2B held · filed Nov 2024
J.P. Morgan
Per Form ADV · $227M held · filed Nov 2024