# American Expats in Europe Ltd.

> American Expats in Europe Ltd. is an SEC-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 27, 2026.

- CRD: 319225
- Filed as: AMERICAN EXPATS IN EUROPE LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319225
- AdvisorCensus page: https://advisorcensus.com/firm/american-expats-in-europe-ltd-319225

## Quick answers

**How is American Expats in Europe Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), American Expats in Europe Ltd. reports these compensation arrangements: a percentage of assets under its management; hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is American Expats in Europe Ltd. registered with the SEC or a state?**
American Expats in Europe Ltd. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 319225.

**How much does American Expats in Europe Ltd. manage?**
American Expats in Europe Ltd. reports $2,625,050 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (0% discretionary).

**How have American Expats in Europe Ltd.'s assets and staff changed since 2022?**
In the Form ADV data for American Expats in Europe Ltd.: Regulatory assets under management: $0 in the October 2022 data and $2,625,050 in the October 2026 data. Total employees: 2 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does American Expats in Europe Ltd. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19).

**Which custodians does American Expats in Europe Ltd. use?**
American Expats in Europe Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists RBC Clearing and Custody as a custodian holding 10% or more of its separately managed account assets.

**Does American Expats in Europe Ltd. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319225

**What changed in American Expats in Europe Ltd.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 1 to 3.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Custodians (Schedule D, Section 5.K(3))
- RBC Clearing and Custody

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,625,050
- Discretionary: $0
- Non-discretionary: $2,625,050

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $2,625,050 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook @americanexpatseurope
- Facebook facebook.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 2 | April 6, 2022 |
| October 2023 | $907,000 | 2 | August 17, 2023 |
| October 2024 | $2,569,664 | 2 | July 1, 2024 |
| October 2025 | $2,814,476 | 2 | April 15, 2025 |
| October 2026 | $2,625,050 | 3 | May 27, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $2,625,050 in the October 2026 data.
Total employees: 2 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 1 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. American Expats in Europe Ltd. (CRD 319225): Form ADV filing data as of October 2026.