Union Grove Capital, LLC

Overview

Union Grove Capital, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and manager selection services. Its fee model combines AUM-based charges with fixed fees. Union Grove identifies as a capital allocator and lists an affiliation with an insurance company. The firm does not position itself as an active ESG investor and does not represent itself as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices