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They include 2,809 individual clients, 436 high-net-worth individuals, and 73 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 25 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does U.S. Bancorp Advisors offer?","answer":"U.S. Bancorp Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does U.S. Bancorp Advisors charge?","answer":"U.S. Bancorp Advisors charges 1.10%–2.00% for its Personal Portfolios Wrap Program. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is negotiable.","source":"USBA WRAP BROCHURE - PART 2A APPENDIX 1, filed 31 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does U.S. Bancorp Advisors use?","answer":"U.S. Bancorp Advisors’ separately managed account assets are held at National Financial Services LLC (New York, NY), with $1.8B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does U.S. Bancorp Advisors have?","answer":"U.S. Bancorp Advisors has 174 investment adviser representatives registered with state securities authorities, out of 379 employees, and 141 perform investment advisory functions. 274 employees are registered representatives of a broker-dealer and 107 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does U.S. Bancorp Advisors invest in?","answer":"At the end of its last fiscal year, U.S. Bancorp Advisors’ separately managed accounts held 67% exchange-traded equities, 28% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents and 2% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns U.S. Bancorp Advisors?","answer":"U.S. Bancorp Advisors’ direct owner is U.S. Bancorp (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 25 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does U.S. Bancorp Advisors get paid?","answer":"U.S. Bancorp Advisors is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is U.S. Bancorp Advisors registered with the SEC?","answer":"Yes, U.S. Bancorp Advisors has been registered with the SEC as an investment adviser since 14 August 2009. Its CRD number is 14455 and its SEC file number is 801-70084.","source":"Form ADV Part 1A, Item 1, filed 25 September 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact U.S. Bancorp Advisors?","answer":"U.S. Bancorp Advisors’ main office is at 60 Livingston Ave, EP-MN-N2WC, Saint Paul, MN 55107. Its phone number is 800-888-4700. Its website is usbank.com.","source":"Form ADV Part 1A, Item 1.F, filed 25 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}