United Advisor Group

RIASEC Registered

Total AUM

$1.4B

Discretionary

$1.3B

92% of AUM

Avg account

$216K

Accounts

6,600

Employees

Advisory reps

Firm details

Headquarters: Cincinnati, Ohio
CRD number: 324205
Registered since: January 5, 2023
Website: uagria.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., CHARLES SCHWAB & CO., INC., GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI48.36%
Individuals47.78%
Corporations / Businesses2.2%
Pension & Profit Sharing Plans0.95%
Charitable Organizations0.71%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

United Advisor Group is an independent RIA that registered with the SEC in 2023. The firm serves both individual/family and institutional clients, providing financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, selection of other advisers, and educational seminars and workshops. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. United Advisor Group identifies itself as a capital allocator and does not position itself as an active ESG investor.