United Advisor Group LLC

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Assets, Funds, Holdings

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United Advisor Group LLC
CRD #324205
SEC #801-127090
CIK #0002004873
AUM $578.8 MM (2024-08-26)
Employees 35 (80% Investors, 29% Brokers)
Phone888-242-4912
Address36 Rolling Hills Dr
Cincinnati, OH 45215
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
60048036024012002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
NVDA 399,550.0 13.2
AAPL 2,382,844.0 10.7
UPS 157,208.0 8.2
MSFT 1,918,222.4 8.0
AMZN 1,092,997.8 7.7
FSK 5,490.0 5.1
XOM 385,508.3 5.1
ARDC 280.5 4.6
MFIC 3.0
JPM 340,169.2 2.9
View All
Holdings by Sector ($MM)
3502802101407002023202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 2,820 359.7
(b) Individuals (high net worth individuals) 31 191.3
(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 29 17.8
(h) Charitable organizations 3 0.5
(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 6 9.4
(n) Other 0 0.0
Total 5,955 578.8
By Discretionary
Discretionary 5,910 570.7
Non-Discretionary 45 8.1
Total 5,955 578.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 578.8
Total 5,955 578.8
EDGAR Form CIK 2011 - 2024
13F-HR [0002004873]
Comparable Firms State AUM ($BB)
Capvisor Associates LLC
GA 0.6
Altrius Capital Management Inc
NC 0.6
Creative Capital Management Investments LLC
CA 0.6
Dorsey Wright & Associates LLC
VA 0.6
Waller Financial Planning Group Inc
OH 0.6
Beam Wealth Advisors Inc
LA 0.6
Copper Harbor Investment Advisors LLC
WI 0.6
Bard Financial Services Inc
CT 0.6
Duncan & Haley Ltd
WA 0.6
Darwin Wealth Management LLC
FL 0.6
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