Union Capital Management Corp

RIASEC Registered
Total AUM
$31.2M
Discretionary
$31.2M
100% of AUM
Avg account
$7.8M
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
109670
Fee structure
Percentage of AUM, Other
Client types
  • State / Municipal Government93.99%
  • HNWI6.01%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Union Capital Management Corp. is a small, privately owned corporate RIA that advises both individual and institutional clients. The firm’s stated advisory focus is discretionary portfolio management for individuals and small businesses as well as for businesses or institutions. Its fees are charged at least in part as a percentage of assets under management and may include other fee arrangements. The firm reports it is not an active ESG investor, does not operate as a multi-state adviser, and is not identified as a pension consultant or a related adviser. The owner structure is individual ownership; the record does not list a visible SEC registration year.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 94%, State & Local Bonds 5%, Cash & Cash Equivalents 1%94%
  • US Government Bonds94%
  • State & Local Bonds5%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Kenneth Canepa

    Investment managerCRD 1414719

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth