AUMdb

U.S. Institutional Corporation

SEC-registered Investment Adviser CRD 135555 · SEC file 801-64473 · Chesterfield, MO · WWW.USINSTITUTIONAL.COM
☆ Save with Pro ADV data as of Feb 05, 2026
Regulatory AUM
Discretionary
Clients
4
Avg AUM / client
Accounts
Employees
2

Who they serve

Client typeClientsAUM% of AUM
Pension and profit sharing plans 1
Insurance companies 3

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
John George Russon Managing Director CFA May 2005 (21y) 75% or more
Lopez, Bryan, Arturo Chief Compliance Officer Feb 2024 (3y) Less than 5%

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.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/05/2026 929 KB 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

  • Fixed fees
  • Other fees
  • PERCENTAGE FEE BASED UPON THE VALUE OF ASSETS CONSULTED ON

Services

  • Pension consulting services
  • Selection of other advisers
  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 05, 2026.

View current Form ADV (SEC/IAPD) ↗