|
⚲
|
| Keyboard |
| Union Capital Company
✚
|
|
|---|---|
| CRD # | 110301 |
| SEC # | 801-121320 |
| CIK # | 0001133841, 0001619290 |
| AUM | 150.0 M (2026-03-30) |
| Employees | 13 (85% Investors, 100% Brokers) |
| Phone | 520-664-2001 |
| Address | 6083 E Grant Rd Tucson, AZ 85712 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 388 | 73.0 |
| (b) Individuals (high net worth individuals) | 26 | 77.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 414 | 150.0 |
| By Discretionary | ||
| Discretionary | 14 | 3.0 |
| Non-Discretionary | 400 | 147.0 |
| Total | 414 | 150.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 149.0 | |
| Total | 414 | 150.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| SC 13G | [0001619290] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 378 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Auerbach Investment Services LLC
✚
|
PA | 150.2 M |
|
ICOM Advisors LLC
✚
|
150.2 M | |
|
191 Godwin Associates Inc D/B/A Godwin Capital Management
✚
|
NJ | 150.1 M |
|
Intentional Retirement LLC
✚
|
NE | 150.0 M |
|
Parrish Capital LLC
✚
|
GA | 150.0 M |
|
A Smarter Way to Invest Inc
✚
|
MI | 150.0 M |
|
Schneider Meredith Hall
✚
|
149.8 M | |
|
Portfolio Design Services LLC
✚
|
WI | 149.7 M |
|
Allstreet Financial LLC
✚
|
PA | 149.7 M |
|
Second Summit Wealth Management LLC
✚
|
149.7 M |