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URS ADVISORY

JUPITER, FL · CRD 289892 · IAPD ↗ · ursadvisory.com · 561-594-0100

$200.3MRegulatory AUM
4Advisory reps
7Employees
20Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
October 2026 — URS ADVISORY shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
69
August 2026 — URS ADVISORY grew from 2 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
May 2026 — URS ADVISORY (JUPITER, FL) is newly SEC-registered with $158.8M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.