{"url":"https://nivawealth.com/firms/urs-advisory-289892","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/289892","regulatoryAum":200312614,"crd":"289892","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8314906","suffix":null,"lastName":"Eitani","firstName":"Arie","middleName":"Yehuda"},{"crd":"5953894","suffix":null,"lastName":"LEMBCKE","firstName":"ERIK","middleName":"HEINZ"},{"crd":"6430148","suffix":null,"lastName":"LEMBCKE","firstName":"JULIA","middleName":"GILELS"},{"crd":"7587605","suffix":null,"lastName":"Patel","firstName":"Reeya","middleName":"Hiren"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136079","legalName":"Urs Advisory LLC","displayName":"Urs Advisory","slug":"urs-advisory-289892","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth 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They include 111 individual clients and 62 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 9 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Urs Advisory offer?","answer":"Urs Advisory provides financial planning, portfolio management for individuals and small businesses, selecting other managers, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Urs Advisory charge?","answer":"Urs Advisory charges 0.30%–0.95% a year for its Asset Management. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $2,000,000.","source":"ADV2A&2B SEC, filed 15 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Urs Advisory use?","answer":"Urs Advisory’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $200M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Urs Advisory have?","answer":"Urs Advisory has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 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 Urs Advisory invest in?","answer":"At the end of its last fiscal year, Urs Advisory’s separately managed accounts held 96% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities and 1% cash and equivalents.","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":"Does Urs Advisory have a minimum investment?","answer":"Yes, Urs Advisory’s minimum account size for its Asset Management is $2M.","source":"ADV2A&2B SEC, filed 15 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Urs Advisory?","answer":"Urs Advisory’s direct owners are Erik Lembcke (50% to 75%) and Julia Lembcke (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 9 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Urs Advisory get paid?","answer":"Urs Advisory is paid through a percentage of assets under management and fixed fees. 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