XP ADVISORY US, INC.
CRD #173779 SEC #801-114590 MIAMI, FL 786-725-5983
SEC Registered Private Funds
Total AUM
$1.6B
Discretionary
$961M
Employees
32
Clients
--
Accounts
386
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 7, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Bastos, Rodolfo, Ceppas | I | DIRECTOR, TREASURER, SECRETARY | NA | Control |
| Bastos, Rodolfo, Ceppas | I | DIRECTOR, TREASURER, SECRETARY | NA | Control |
| Bastos, Rodolfo, Ceppas | I | DIRECTOR, TREASURER, SECRETARY | NA | Control |
| Bastos, Rodolfo, Ceppas | I | DIRECTOR, TREASURER, SECRETARY | NA | Control |
| Bastos, Rodolfo, Ceppas | I | PRESIDENT, DIRECTOR, TREASURER, SECRETARY | NA | Control |
| Bastos, Rodolfo, Ceppas | I | PRESIDENT, DIRECTOR, TREASURER, SECRETARY | NA | Control |
| Bastos, Rodolfo, Ceppas | I | PRESIDENT, DIRECTOR, TREASURER, SECRETARY | NA | Control |
| Favery, Thiago | I | HEAD OF WEALTH MANAGEMENT | NA | Control |
| Favery, Thiago | I | HEAD OF WEALTH MANAGEMENT | NA | Control |
| Favery, Thiago | I | HEAD OF WEALTH MANAGEMENT | NA | Control |
| Favery, Thiago | I | HEAD OF WEALTH MANAGEMENT | NA | Control |
| Favery, Thiago | I | HEAD OF WEALTH MANAGEMENT | NA | Control |
| Favery, Thiago | I | HEAD OF WEALTH MANAGEMENT | NA | Control |
| Favery, Thiago | I | HEAD OF WEALTH MANAGEMENT | NA | Control |
| Favery, Thiago | I | HEAD OF WEALTH MANAGEMENT | NA | Control |
| Favery, Thiago | I | HEAD OF WEALTH MANAGEMENT | NA | Control |
| Favery, Thiago | I | HEAD OF WEALTH MANAGEMENT | NA | Control |
| Favery, Thiago | I | HEAD OF WEALTH MANAGEMENT | NA | Control |
| Favery, Thiago | I | HEAD OF WEALTH MANAGEMENT | NA | Control |
| Favery, Thiago | I | HEAD OF WEALTH MANAGEMENT | NA | Control |
| Filho, Cesar, Florido | I | SOLE DIRECTOR, PRESIDENT, TREASURER, SECRETARY, HEAD OF WEALTH MANAGEMENT | NA | Control |
| Filho, Cesar, Florido | I | SOLE DIRECTOR, PRESIDENT, TREASURER, SECRETARY, HEAD OF WEALTH MANAGEMENT | NA | Control |
| Filho, Cesar, Florido | I | SOLE DIRECTOR, PRESIDENT, TREASURER, SECRETARY, HEAD OF WEALTH MANAGEMENT | NA | Control |
| Filho, Cesar, Florido | I | SOLE DIRECTOR, PRESIDENT, TREASURER, SECRETARY, HEAD OF WEALTH MANAGEMENT | NA | Control |
| GOMEZ, ADELIA, MARIEL | I | OPERATIONS OFFICER | NA | Control |
| GOMEZ, ADELIA, MARIEL | I | OPERATIONS OFFICER | NA | Control |
| GOMEZ, ADELIA, MARIEL | I | OPERATIONS OFFICER | NA | Control |
| GOMEZ, ADELIA, MARIEL | I | OPERATIONS OFFICER | NA | Control |
| GOMEZ, ADELIA, MARIEL | I | OPERATIONS OFFICER | NA | Control |
| GOMEZ, ADELIA, MARIEL | I | OPERATIONS OFFICER | NA | Control |
| GOMEZ, ADELIA, MARIEL | I | OPERATIONS OFFICER | NA | Control |
| GOMEZ, ADELIA, MARIEL | I | OPERATIONS OFFICER | NA | Control |
| GOMEZ, ADELIA, MARIEL | I | OPERATIONS OFFICER | NA | Control |
| GOMEZ, ADELIA, MARIEL | I | OPERATIONS OFFICER | NA | Control |
| GOMEZ, ADELIA, MARIEL | I | OPERATIONS OFFICER | NA | Control |
| GOMEZ, ADELIA, MARIEL | I | OPERATIONS OFFICER | NA | Control |
| GOMEZ, ADELIA, MARIEL | I | OPERATIONS OFFICER | NA | Control |
| GOMEZ, ADELIA, MARIEL | I | OPERATIONS OFFICER | NA | Control |
| GOMEZ, ADELIA, MARIEL | I | OPERATIONS OFFICER | NA | Control |
| GOMEZ, ADELIA, MARIEL | I | OPERATIONS OFFICER | NA | Control |
| GOMEZ, ADELIA, MARIEL | I | OPERATIONS OFFICER | NA | Control |
| GOMEZ, ADELIA, MARIEL | I | OPERATIONS OFFICER | NA | Control |
| GOMEZ, ADELIA, MARIEL | I | OPERATIONS OFFICER | NA | Control |
| JABALI, RODRIGO, ALCAZAS | I | CEO | NA | Control |
| JABALI, RODRIGO, ALCAZAS | I | PRESIDENT | NA | Control |
| JABALI, RODRIGO, ALCAZAS | I | PRESIDENT | NA | Control |
| JABALI, RODRIGO, ALCAZAS | I | PRESIDENT | NA | Control |
| JABALI, RODRIGO, ALCAZAS | I | PRESIDENT | NA | Control |
| JABALI, RODRIGO, ALCAZAS | I | PRESIDENT | NA | Control |
| JABALI, RODRIGO, ALCAZAS | I | PRESIDENT | NA | Control |
| JABALI, RODRIGO, ALCAZAS | I | PRESIDENT | NA | Control |
| JABALI, RODRIGO, ALCAZAS | I | PRESIDENT | NA | Control |
| JABALI, RODRIGO, ALCAZAS | I | PRESIDENT | NA | Control |
| JABALI, RODRIGO, ALCAZAS | I | PRESIDENT | NA | Control |
| JABALI, RODRIGO, ALCAZAS | I | PRESIDENT | NA | Control |
| PEPPER, ELIZA, GOLSMAN | I | HEAD OF WEALTH MANAGEMENT | NA | Control |
| PEPPER, ELIZA, GOLSMAN | I | HEAD OF WEALTH MANAGEMENT | NA | Control |
| PEPPER, ELIZA, GOLSMAN | I | HEAD OF WEALTH MANAGEMENT | NA | Control |
| PEPPER, ELIZA, GOLSMAN | I | HEAD OF WEALTH MANAGEMENT | NA | Control |
| PEPPER, ELIZA, GOLSMAN | I | HEAD OF WEALTH MANAGEMENT | NA | Control |
| PEPPER, ELIZA, GOLSMAN | I | HEAD OF WEALTH MANAGEMENT | NA | Control |
| PEPPER, ELIZA, GOLSMAN | I | HEAD OF WEALTH MANAGEMENT | NA | Control |
| PEPPER, ELIZA, GOLSMAN | I | HEAD OF WEALTH MANAGEMENT | NA | Control |
| PODLUBNY, BENY | I | DIRECTOR, TREASURER, SECRETARY | NA | Control |
| PODLUBNY, BENY | I | DIRECTOR, TREASURER, SECRETARY | NA | Control |
| PODLUBNY, BENY | I | DIRECTOR, TREASURER, SECRETARY | NA | Control |
| PODLUBNY, BENY | I | DIRECTOR, TREASURER, SECRETARY | NA | Control |
| PODLUBNY, BENY | I | DIRECTOR, TREASURER, SECRETARY | NA | Control |
| WILSON, JARED, RYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JARED, RYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JARED, RYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JARED, RYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JARED, RYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JARED, RYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JARED, RYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JARED, RYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JARED, RYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JARED, RYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JARED, RYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JARED, RYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JARED, RYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JARED, RYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JARED, RYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JARED, RYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JARED, RYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JARED, RYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JARED, RYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JARED, RYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JARED, RYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JARED, RYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JARED, RYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JARED, RYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JARED, RYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JARED, RYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| XP INC | FE | OWNER | E | |
| XP INC | FE | OWNER | E | |
| XP INC | FE | OWNER | E | |
| XP INC | FE | OWNER | E | |
| XP INC | FE | OWNER | E | |
| XP INC | FE | OWNER | E | |
| XP INC | FE | OWNER | E | |
| XP INVESTIMENTOS SA | DE | OWNER | E | Control |
| XP INVESTIMENTOS SA | DE | OWNER | E | Control |
| XP INVESTIMENTOS SA | DE | OWNER | E | Control |
| XP INVESTIMENTOS SA | DE | OWNER | E | Control |
| XP INVESTIMENTOS SA | DE | OWNER | E | Control |
| XP INVESTIMENTOS SA | DE | OWNER | E | Control |
| XP INVESTIMENTOS SA | DE | OWNER | E | Control |
| XP INVESTIMENTOS SA | DE | OWNER | E | Control |
| XP INVESTIMENTOS SA | DE | OWNER | E | Control |
| XP INVESTIMENTOS SA | DE | OWNER | E | Control |
| XP INVESTIMENTOS SA | DE | OWNER | E | Control |
| XP INVESTIMENTOS SA | DE | OWNER | E | Control |
| XP INVESTIMENTOS SA | DE | OWNER | E | Control |
| XP INVESTIMENTOS SA | DE | OWNER | E | Control |
| XP INVESTIMENTOS SA | DE | OWNER | E | Control |
| XP INVESTIMENTOS SA | DE | OWNER | E | Control |
| XP INVESTIMENTOS SA | DE | OWNER | E | Control |
| XP INVESTIMENTOS SA | DE | OWNER | E | Control |
| XP INVESTIMENTOS SA | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| XP INC. | FE | XP INVESTIMENTOS SA | E | Control |
| XP INC. | FE | XP INVESTIMENTOS SA | E | Control |
| XP INC. | FE | XP INVESTIMENTOS SA | E | Control |
| XP INC. | FE | XP INVESTIMENTOS SA | E | Control |
| XP INC. | FE | XP INVESTIMENTOS SA | E | Control |
| XP INC. | FE | XP INVESTIMENTOS SA | E | Control |
| XP INC. | FE | XP INVESTIMENTOS SA | E | Control |
| ITAU UNIBANCO SA | FE | XP INVESTIMENTOS SA | C | |
| ITAU UNIBANCO SA | FE | XP INVESTIMENTOS SA | C | |
| ITAU UNIBANCO SA | FE | XP INVESTIMENTOS SA | C | |
| ITAU UNIBANCO SA | FE | XP INVESTIMENTOS SA | C | |
| ITAU UNIBANCO SA | FE | XP INVESTIMENTOS SA | C | |
| ITAU UNIBANCO SA | FE | XP INVESTIMENTOS SA | C | |
| ITAU UNIBANCO SA | FE | XP INVESTIMENTOS SA | C | |
| ITB HOLDING BRASIL PARTICIPACOES LTDA | FE | XP INVESTIMENTOS SA | C | |
| ITB HOLDING BRASIL PARTICIPACOES LTDA | FE | XP INVESTIMENTOS SA | C | |
| ITB HOLDING BRASIL PARTICIPACOES LTDA | FE | XP INVESTIMENTOS SA | C | |
| ITB HOLDING BRASIL PARTICIPACOES LTDA | FE | XP INVESTIMENTOS SA | C | |
| ITB HOLDING BRASIL PARTICIPACOES LTDA | FE | XP INVESTIMENTOS SA | C | |
| XP CONTROLE PARTICIPACOES S/A | FE | XP INVESTIMENTOS SA | C | |
| XP CONTROLE PARTICIPACOES S/A | FE | XP INVESTIMENTOS SA | C | |
| XP CONTROLE PARTICIPACOES S/A | FE | XP INVESTIMENTOS SA | C | |
| XP CONTROLE PARTICIPACOES S/A | FE | XP INVESTIMENTOS SA | C | |
| XP CONTROLE PARTICIPACOES S/A | FE | XP INVESTIMENTOS SA | C | |
| XP CONTROLE PARTICIPACOES S/A | FE | XP INVESTIMENTOS SA | C | |
| XP CONTROLE PARTICIPACOES S/A | FE | XP INVESTIMENTOS SA | C |
Registrations
Federal
IA
Oct 7, 2025 REGISTERED
Notice Filings (2)
FL NY
Address
701 BRICKELL AVENUESUITE 2120
MIAMI, FL 33131
United States
Phone: 786-725-5983