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| I'm in the process of updating the data!! apologies for any slow speeds! |
| Universal Financial Advisors LLC
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| CRD # | 318392 |
| SEC # | 801-124991 |
| CIK # | |
| AUM | $251.1 MM (2025-04-14) |
| Employees | 6 (100% Investors, 67% Brokers) |
| Phone | 314-721-5522 |
| Address | 333 S Kirkwood Road St Louis, MO 63122 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 231 | 69.1 |
| (b) Individuals (high net worth individuals) | 69 | 178.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 3.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 647 | 251.1 |
| By Discretionary | ||
| Discretionary | 647 | 251.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 647 | 251.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 251.1 | |
| Total | 647 | 251.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Norris Financial Group LLC
✚
|
SC | 0.3 |
|
Glass Wealth Management Co LLC
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|
TX | 0.3 |
|
Capital Cities Investments
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|
IN | 0.3 |
|
Alamar Capital Management LLC
✚
|
CA | 0.3 |
|
Harmony Point Wealth Advisors Inc
✚
|
CA | 0.3 |
|
Signature Equity Partners LLC
✚
|
OH | 0.3 |
|
Powers Advisory Group LLC
✚
|
IL | 0.3 |
|
Victus Captial Wealth LLC
✚
|
CA | 0.3 |
|
Three Peaks Capital Management LLC
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|
CO | 0.3 |
|
HF Advisory Group LLC
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|
MD | 0.3 |