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| Keyboard |
| United Advisor Group LLC
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|---|---|
| CRD # | 324205 |
| SEC # | 801-127090 |
| CIK # | 0002004873 |
| AUM | 1,426.5 M (2026-04-20) |
| Employees | 69 (74% Investors, 17% Brokers) |
| Phone | 888-242-4912 |
| Address | 8170 Corporate Park Dr Cincinnati, OH 45242 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 25.3 | |
| Apple Inc | 22.3 | |
| Amazon Com Inc | 15.9 | |
| Microsoft Corp | 14.8 | |
| Palantir Technologies Inc | 14.4 | |
| Alphabet Inc | 10.7 | |
| United Parcel Service Inc | 7.1 | |
| Tesla Motors Inc | 6.9 | |
| J P Morgan Chase & Co | 6.8 | |
| Facebook Inc | 6.7 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,013 | 681.6 |
| (b) Individuals (high net worth individuals) | 1,382 | 689.8 |
| (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 | 13.6 |
| (h) Charitable organizations | 18 | 10.1 |
| (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 | 158 | 31.4 |
| (n) Other | 0 | 0.0 |
| Total | 6,600 | 1,426.5 |
| By Discretionary | ||
| Discretionary | 6,399 | 1,311.4 |
| Non-Discretionary | 201 | 115.0 |
| Total | 6,600 | 1,426.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,426.5 | |
| Total | 6,600 | 1,426.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002004873] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
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ID | 1,439.1 M |
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WI | 1,438.5 M |
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UT | 1,431.6 M |
|
Wingate Wealth Advisors Inc
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|
MA | 1,415.3 M |
|
Souders Financial Advisors LLC
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OH | 1,409.3 M |
|
Acorn Financial Advisory Services Inc
✚
|
VA | 1,398.6 M |