$70.0M Total AUM
$70.0M Disc. AUM
-- 3Y CAGR
1 Employees
81 ADV. Clients
22 yrs Firm Age
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- Custodian
- Capital Group · Charles Schwab & Company · Pacific Life
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-20-2004
- Office Locations
- 1
Office Locations
3101 Wilson Blvd Suite 500 Arlington VA
About U.s. Advisors, Inc.
U.S. Advisors is a Virginia-based investment advisory and financial planning firm serving retail clients with long-term planning and portfolio management. Services include retirement, estate and tax planning plus insurance guidance, with portfolios often built using mutual funds and some ETFs. The firm is led by CFP professional Dixie Butler and can custody through Charles Schwab.
Team overview
-- AVG AGE
$70.0M AVG AUM / ADVISOR
$864.2K AVG AUM / CLIENT
14 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DIXIE (NMN) BUTLER
Chief Compliance Officer, President
- CRD
- #1773823
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,000,000 | $475,248 |
| Non-Discretionary | $0 | -- |
| Total | $70,000,000 | $475,248 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - OTC:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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