# Swiss Usadvisors

> Swiss Usadvisors is an SEC-registered investment advisory firm in Zurich, Switzerland, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 158706
- Filed as: SWISS USADVISORS
- Legal name: Swiss Usadvisors Ltd.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Zurich, Switzerland
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158706
- AdvisorCensus page: https://advisorcensus.com/firm/swiss-usadvisors-zurich-158706

## Quick answers

**How is Swiss Usadvisors compensated?**
On its Form ADV (Item 5.E, October 2026), Swiss Usadvisors reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Swiss Usadvisors located?**
Swiss Usadvisors' principal office is in Zurich, Switzerland, according to its Form ADV.

**Is Swiss Usadvisors registered with the SEC or a state?**
Swiss Usadvisors is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 158706.

**How much does Swiss Usadvisors manage?**
Swiss Usadvisors reports $250,000,000 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**How have Swiss Usadvisors' assets and staff changed since 2021?**
In the Form ADV data for Swiss Usadvisors: Regulatory assets under management: $250,000,000 in the October 2021 data and $250,000,000 in the October 2026 data, unchanged. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Swiss Usadvisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (100).

**Does Swiss Usadvisors report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158706

**Does Swiss Usadvisors state an account minimum?**
Its Form ADV Part 2A brochure dated May 23, 2025 says: "Generally, Swiss USAdvisors prefers its client relationships to have a minimum of $1 million of assets under management. Swiss USAdvisors may accept accounts below the minimum requirements"

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated May 23, 2025)

- Account minimum: $1,000,000

> Generally, Swiss USAdvisors prefers its client relationships to have a minimum of $1 million of assets under management. Swiss USAdvisors may accept accounts below the minimum requirements

- Minimum annual fee: $15,000

> There is a minimum annual fee of USD 15,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $250,000,000
- Discretionary: $250,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 100 | $250,000,000 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(4): Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158706

### Websites listed on Form ADV (Item 1.I)
- swiss-usadvisors.ch

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $250,000,000 | 4 | May 3, 2021 |
| October 2022 | $250,000,000 | 4 | May 10, 2022 |
| October 2023 | $250,000,000 | 4 | May 15, 2023 |
| October 2024 | $250,000,000 | 4 | April 30, 2024 |
| October 2025 | $250,000,000 | 4 | May 23, 2025 |
| October 2026 | $250,000,000 | 4 | February 25, 2026 |

Regulatory assets under management: $250,000,000 in the October 2021 data and $250,000,000 in the October 2026 data, unchanged.
Total employees: 4 in October 2021 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Swiss Usadvisors (CRD 158706): Form ADV filing data as of October 2026.