# U.S. Cherry LLC

> U.S. Cherry LLC is an SEC-registered investment advisory firm in St. Petersburg, FL, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 311564
- Filed as: U.S. CHERRY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St. Petersburg, FL
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311564
- AdvisorCensus page: https://advisorcensus.com/firm/u-s-cherry-llc-st-petersburg-fl-311564

## Quick answers

**How is U.S. Cherry LLC compensated?**
On its Form ADV (Item 5.E, October 2026), U.S. Cherry LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is U.S. Cherry LLC located?**
U.S. Cherry LLC's principal office is in St. Petersburg, FL, according to its Form ADV.

**Is U.S. Cherry LLC registered with the SEC or a state?**
U.S. Cherry LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 311564.

**How much does U.S. Cherry LLC manage?**
U.S. Cherry LLC reports $8,303,907 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**How have U.S. Cherry LLC's assets and staff changed since 2024?**
In the Form ADV data for U.S. Cherry LLC: Regulatory assets under management: $5,207,492 in the October 2024 data and $8,303,907 in the October 2026 data, up 59%. Total employees: 3 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does U.S. Cherry LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (152); corporations or other businesses not listed above (7); high net worth individuals (1).

**Which custodians does U.S. Cherry LLC use?**
U.S. Cherry LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

**Does U.S. Cherry LLC 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/311564

**What changed in U.S. Cherry LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $6,598,000 to $8,303,907 (+26%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers LLC

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: $8,303,907
- Discretionary: $8,303,907
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 152 | $981,984 |
| High net worth individuals | 1 | $73,095 |
| 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 | 7 | $7,248,828 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 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)
- play.google.com/store/apps/details
- uscherry.com
- Facebook @uscherry.es
- Facebook @uscherryofficial
- Instagram @u.s.cherry
- Instagram @u.s.cherry_
- LinkedIn @us-cherry
- YouTube @U.S.Cherry

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $5,207,492 | 3 | February 7, 2024 |
| October 2025 | $6,598,000 | 1 | May 30, 2025 |
| October 2026 | $8,303,907 | 1 | March 9, 2026 |

Regulatory assets under management: $5,207,492 in the October 2024 data and $8,303,907 in the October 2026 data, up 59%.
Total employees: 3 in October 2024 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $6,598,000 to $8,303,907 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. U.S. Cherry LLC (CRD 311564): Form ADV filing data as of October 2026.