Union Capital Management Corp

Overview

Union Capital Management Corp is a small, fee-based advisory firm that concentrates on discretionary portfolio management for both high-net-worth individuals and institutional clients. The firm’s positioning is conservative and income-oriented: its asset mix is heavily weighted toward U.S. government fixed-income securities, indicating a focus on capital preservation, liquidity and interest-rate/credit risk management rather than equity growth or thematic strategies. Union Capital Management Corp does not identify as an active ESG investor and is not registered as a multi-state adviser, suggesting a regionally focused practice with a straightforward investment mandate. The advisory mandate is primarily discretionary portfolio management for individuals, small businesses and institutional entities. Fee arrangements include a percentage-of-AUM component plus other negotiated fees, which suggests tailored billing for larger or atypical client relationships. The small number of clients and concentrated asset base point to a boutique operating model that manages a limited number of sizable accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices