The Ujano Advisory Group LLC

Overview

The Ujano Advisory Group LLC is a small, independent registered investment adviser focused on serving individual and family clients with fee-based wealth management and financial planning. The firm emphasizes equity exposure—particularly exchange-traded equities—while delivering discretionary portfolio management alongside financial planning and pension consulting services for individuals and small businesses. Its business model uses a mix of percentage-of-AUM and fixed fees, positioning the firm to provide ongoing advice and custom portfolio oversight rather than product-driven sales. Investment activity centers on separately managed accounts and liquid public-market allocations. The firm is not an active ESG investor and is not structured as a capital allocator or related adviser. Custody and execution are consolidated with a single custodian, enabling integrated reporting and trade processing for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices