Union Strategic Advisors

RIASEC RegisteredEst. 2026

Total AUM

$372M

Discretionary

$372M

100% of AUM

Avg account

$258K

Accounts

1,443

Employees

Advisory reps

Firm details

Headquarters: Blue Ash, Ohio
CRD number: 340640
Registered since: March 2, 2026
Website: unionstrategic.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI76.15%
Individuals23.85%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Union Strategic Advisors LLC is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm is registered with the SEC in 2026 and is owned by an individual. Its client-facing services combine financial planning with portfolio management for individuals, small businesses, and institutional/business clients, and the firm also engages in the selection of other advisers. Fees are charged as a percentage of assets under management and via fixed fees. The adviser is not flagged as an active ESG investor and does not describe itself as a multi-state adviser, pension consultant, or related adviser. Its operating classification and service mix suggest a hybrid model that blends direct portfolio management with delegation to outside managers when appropriate.