U.S. Bancorp Advisors, Llc
$311M reported client assets across 4 advisory firms in FY2025 annual amendments
Reported client assets over time
$201M
$278M
2023
2025
Same-firm comparison: 3 firms that reported U.S. Bancorp Advisors, Llc in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2023 is shown but partial — only FY2023: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Nelson Capital Management, Llc | $165M | $811M | 20.4% | 02/24/2026 |
| Accuvest Global Advisors, Inc. | $90.8M | $630M | 14.4% | 03/27/2026 |
| V Square Quantitative Management Llc | $48.8M | $1.4B | 3.4% | 03/06/2026 |
| Buckeye Pacific Llc | $5.7M | $225M | 2.5% | 03/30/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.