# URS Advisory

> URS Advisory is an SEC-registered investment advisory firm in Jupiter, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 289892
- Filed as: URS ADVISORY
- Legal name: URS Advisory LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jupiter, FL
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289892
- AdvisorCensus page: https://advisorcensus.com/firm/urs-advisory-jupiter-fl-289892

## Quick answers

**How is URS Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), URS Advisory reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is URS Advisory located?**
URS Advisory's principal office is in Jupiter, FL, according to its Form ADV.

**Is URS Advisory registered with the SEC or a state?**
URS Advisory is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 289892.

**How much does URS Advisory manage?**
URS Advisory reports $200,312,614 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary).

**What types of clients does URS Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (111); high net worth individuals (62).

**Which custodians does URS Advisory use?**
URS Advisory's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does URS Advisory 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/289892

**Does URS Advisory state an account minimum?**
Its Form ADV Part 2A brochure dated July 15, 2026 says: "URS Advisory requires a minimum of $ 2,000,000 to open and maintain an account. In certain instances, the minimum account size may be lowered or waived."

**What changed in URS Advisory's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 6 to 4.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 15, 2026)

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> URS Advisory requires a minimum of $ 2,000,000 to open and maintain an account. In certain instances, the minimum account size may be lowered or waived.

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

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

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: $200,312,614
- Discretionary: $200,312,614
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 111 | $48,896,756 |
| High net worth individuals | 62 | $151,415,858 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [ursadvisory.com](https://ursadvisory.com)
- Facebook @URSAdvisoryFlorida
- Instagram @urs.advisory
- LinkedIn @ursadvisory
- X @ursadvisory
- YouTube @UCASIoRb-zRL4eAiKjU0BmmQ

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 6 to 4.

### August 2026
- Employees performing advisory functions went from 2 to 6.
- Regulatory assets under management went from $175,814,813 to $200,312,614 (+14%).

### June 2026
- Regulatory assets under management went from $158,802,429 to $175,814,813 (+11%).

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. URS Advisory (CRD 289892): Form ADV filing data as of October 2026.