URS Advisory
Firm details
- Headquarters
- Jupiter, Florida
- CRD number
- 289892
- Registered since
- April 29, 2026
- Website
- www.ursadvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.59%
- Individuals24.41%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
URS Advisory is an independent registered investment advisor organized as an LLC and SEC-registered in 2026. The firm serves individual and family clients and operates as a capital allocator, performing financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third-party advisers. Its fee model combines a percentage-of-AUM component with fixed fees. URS Advisory identifies an insurance company among its industry affiliations and is not positioned as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Exchange Traded Equities3%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Erik Lembcke
PresidentCRD 5953894
Julia Lembcke
Managing DirectorCRD 6430148
Arie Eitani
CRD 8314906
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jupiter, FL
Palm Beach
Location
Jupiter, FL
Headquartered in Jupiter, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 4425 Military Trl
- Time zone
- ET (UTC-5)
- Office locations
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