Xp Advisory Us, Inc.
- Regulatory AUM
- $792M
- Discretionary
- $721M
- Clients
- 258
- Avg AUM / client
- $3.1M
- Accounts
- 258
- Employees
- 34
AUM over time
Annual snapshots from Form ADV filings · as of Apr 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 82 | $97.1M | 12.3% |
| Pooled investment vehicles (non-investment companies) | 11 | $449M | 56.6% |
| Corporations and other businesses | 165 | $247M | 31.1% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $164K combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Pwm Credit Segregated Portfolio feeder | Other Private Fund | British Virgin Islands | $164K | 14 |
People (31)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Wilson, Jared, Ryan | Chief Compliance Officer | May 2015 (11y) | Less than 5% | |
| Cesar Florido Filho | Sole Director, President, Treasurer, Secretary, Head Of Wealth Management | Jul 2018 (8y) | Less than 5% | |
| Gomez, Adelia, Mariel | Operations Officer | Sep 2018 (8y) | Less than 5% | |
| Ricardo Jorge Ventura | Registered representative | Jun 2018 (8y) | ||
| Thomaz Schuch | Registered representative | Oct 2020 (6y) | ||
| Gabriel Carsalade Ribeiro | Registered representative | Feb 2021 (5y) | ||
| Juan Fernando Castano Tobon | Registered representative | Dec 2021 (5y) | ||
| Ivan Negro Rocha | Registered representative | Jun 2022 (4y) | ||
| Claudia Ripper | Registered representative | Aug 2022 (4y) | ||
| Adriano Gomes | Registered representative | Sep 2022 (4y) | ||
| Marcelo Cancado Passarelli Scott | Registered representative | Nov 2022 (4y) | ||
| Marcello De Oliveira Fonseca | Registered representative | Jan 2023 (4y) | ||
| Tiago Galvao Nunes Portela | Registered representative | Mar 2023 (3y) | ||
| Bruno Jado Carvalho | Registered representative | Apr 2023 (3y) | ||
| Rafael Vaz Pina De Oliveira | Registered representative | Oct 2023 (3y) | ||
| Maria Eduarda De Hollanda Alvarez | Registered representative | Oct 2023 (3y) | ||
| Pedro P Rezende | Registered representative | Mar 2024 (2y) | ||
| Francisco Farias Da Poian | Registered representative | Apr 2024 (2y) | ||
| Aline Cristina Camara | Registered representative | Jul 2024 (2y) | ||
| Fabricio Pinheiro De Oliveira | Registered representative | Jul 2024 (2y) | ||
| Caio Henrique Costa Bello | Registered representative | Sep 2024 (2y) | ||
| Bruna Gomes Zanardi | Registered representative | Oct 2024 (2y) | ||
| Eduardo Monoli | Registered representative | Oct 2024 (2y) | ||
| Luiza Alckmin J Schmidt Resende | Registered representative | Jan 2025 (2y) | ||
| Ana Carolina Da Rocha Chede | Registered representative | Apr 2025 (1y) | ||
| Felipe Vianna Grosso | Registered representative | Jun 2025 (1y) | ||
| Felipe Yazbek Lotaif | Registered representative | Nov 2025 (1y) | ||
| Carlos R Ferreira Lima | Registered representative | Nov 2025 (1y) | ||
| Antonio Juliano De Souza E Silva | Registered representative | Dec 2025 (1y) | ||
| Matheus Ubriaco | Registered representative | Jan 2026 (1y) | ||
| Maria Brito De Assis | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Xp Inc | Owner | Nov 2023 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $164K gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Pwm Credit Segregated Portfolio | Other Private Fund | $164K | $100K | 14 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/20/2026 | 1.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • % OF ASSETS UNDER CONSOLIDATION; THIRD-PARTY REFERRAL FEES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Pershing $691M (87% of AUM) Apr 2026
- J.P. Morgan $227M (15% of AUM) Nov 2024
- Goldman Sachs $74.6M (19% of AUM) Jan 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 20, 2026.
View current Form ADV (SEC/IAPD) ↗