UNITED ADVISOR GROUP
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
FINTRXOverview
United Advisor Group is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves both individuals/families and institutional clients and functions as a capital allocator, employing third-party managers and external funds alongside in-house advice. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Core advisory services include financial planning, portfolio management for individuals, small businesses and institutions, manager selection, and educational seminars. The firm lists industry relationships with accountants, insurance companies, and real estate brokers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities27%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 3SIMON JOSEPH
Founder & CEOCRD 5602157
FRANCISCO SALAS
President, CEOCRD 1343348
Steven Loveless
Chief Investment OfficerCRD 6756120
Contacts
3 of 49Nathaniel Collier
Founder & Financial AdvisorCRD 7067404
CRAIG LIPNISKIS
Investment Advisor RepresentativeCRD 4861748
Jarom Abel
Investment Advisor RepresentativeCRD 7611383
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 351Active vs passive
$585M in ETFs
62%
$364M
33%
$221M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STRIVE 500 ETF (STRV) | Strive | Passive | Large Blend | $15.9M | 379,492 | 2.72% |
Location
CINCINNATI, OH
HAMILTON
Location
CINCINNATI, OH
Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- HAMILTON
- Address
- 8170 Corporate Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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