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| Keyboard |
| Universal Financial Advisors LLC
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|---|---|
| CRD # | 318392 |
| SEC # | 801-124991 |
| CIK # | |
| AUM | 277.5 M (2026-05-28) |
| Employees | 8 (100% Investors, 50% 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) | 257 | 78.4 |
| (b) Individuals (high net worth individuals) | 69 | 198.0 |
| (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 | 2 | 0.8 |
| (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 | 3 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 709 | 277.5 |
| By Discretionary | ||
| Discretionary | 709 | 277.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 709 | 277.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 277.5 | |
| Total | 709 | 277.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Accordant Advisory Group Inc
✚
|
MD | 278.0 M |
|
Auspicious Financial Planning LLC
✚
|
CA | 278.0 M |
|
Macco Financial Group Inc
✚
|
WI | 277.8 M |
|
Oasis Advisors LLC
✚
|
IA | 277.7 M |
|
HBE Wealth Management LLC
✚
|
NE | 277.4 M |
|
Kilter Group LLC
✚
|
277.4 M | |
|
Delta Capital Management LLC
✚
|
NJ | 277.4 M |
|
Tyner Capital Management Investment Counsel Inc
✚
|
TN | 277.3 M |
|
Milestone Investments Inc
✚
|
NC | 277.3 M |
|
Planguide Financial LLC
✚
|
TX | 277.2 M |