Union Grove Capital, LLC

Overview

Union Grove Capital, LLC is an independent, individual-owned registered investment adviser organized as an LLC and state-registered in Florida. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It charges clients via AUM-based fees and fixed fees and identifies individual and family clients as its primary base. The firm is actively registered with the SEC; the registration year was not provided in the source filing. An insurance company affiliation is listed among its industry relationships, and the firm describes itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices