# U.S. Institutional Corporation

> U.S. Institutional Corporation is an SEC-registered investment advisory firm in Chesterfield, MO, registered since 2005, with no regulatory assets under management reported in its Form ADV filing dated August 20, 2026.

- CRD: 135555
- Filed as: U.S. INSTITUTIONAL CORPORATION
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chesterfield, MO
- Filing period: October 2026
- Form ADV filing dated: August 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/135555
- AdvisorCensus page: https://advisorcensus.com/firm/u-s-institutional-corporation-chesterfield-mo-135555

## Quick answers

**How is U.S. Institutional Corporation compensated?**
On its Form ADV (Item 5.E, October 2026), U.S. Institutional Corporation reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is U.S. Institutional Corporation located?**
U.S. Institutional Corporation's principal office is in Chesterfield, MO, according to its Form ADV.

**Is U.S. Institutional Corporation registered with the SEC or a state?**
U.S. Institutional Corporation is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 135555.

**How have U.S. Institutional Corporation's assets and staff changed since 2021?**
In the Form ADV data for U.S. Institutional Corporation: Total employees: 5 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does U.S. Institutional Corporation serve?**
By number of clients on Form ADV Item 5.D: insurance companies (3); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does U.S. Institutional Corporation 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/135555

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | Not reported |
| Insurance companies | 3 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2005 (21 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- usinstitutional.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 5 | March 2, 2021 |
| October 2022 | Not reported | 5 | March 28, 2022 |
| October 2023 | Not reported | 4 | March 9, 2023 |
| October 2024 | Not reported | 4 | March 28, 2024 |
| October 2025 | Not reported | 3 | February 19, 2025 |
| October 2026 | Not reported | 2 | August 20, 2026 |

Total employees: 5 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. U.S. Institutional Corporation (CRD 135555): Form ADV filing data as of October 2026.