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| Keyboard |
| Union Strategic Advisors LLC
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|
|---|---|
| CRD # | 340640 |
| SEC # | 801-135455 |
| CIK # | |
| AUM | 371.6 M (2026-06-30) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 513-699-5200 |
| Address | 9825 Kenwood Rd Blue Ash, OH 45242 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 364 | 88.6 |
| (b) Individuals (high net worth individuals) | 110 | 283.0 |
| (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 | 1,443 | 371.6 |
| By Discretionary | ||
| Discretionary | 1,443 | 371.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,443 | 371.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 371.6 | |
| Total | 1,443 | 371.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
United Brokerage Services Inc
✚
|
WV | 372.3 M |
|
Callahan Wealth Advisory LLC
✚
|
372.2 M | |
|
Livelife Capital Partners LLC
✚
|
MA | 372.1 M |
|
Pacific Wealth Management LLC
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|
CA | 371.9 M |
|
Guggenheim Wealth Solutions LLC
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|
CA | 371.3 M |
|
BDT & Associates Inc
✚
|
AZ | 371.1 M |
|
Duvarney Craig Douglas
✚
|
371.0 M | |
|
Ravenstone Capital Management Inc
✚
|
370.9 M | |
|
Macro Advisors Inc
✚
|
PA | 370.9 M |
|
Archer Investment Management LLC
✚
|
370.8 M |