UNION STRATEGIC ADVISORS

Overview

Union Strategic Advisors is a newly formed limited liability company that completed SEC registration in 2026. The firm is owned by an individual and presents itself as a capital allocator that offers financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. It also performs selection-of-other-advisers duties, indicating it may source or oversee external managers as part of client programs. Fees are charged as a percentage of AUM and via fixed-fee arrangements. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Location & Offices