United Value Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 300533
- Registered since
- December 13, 2024
- Website
- www.unitedvaluecapital.com
- Custodians
- INTERACTIVE BROKERS LLC, U.S. BANK, N.A.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI54.92%
- Insurance Companies45.08%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
United Value Capital, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2024. The firm is owner-managed and focuses on individual and family clients, offering portfolio management for both private individuals/small businesses and for business or institutional clients. Its fee arrangements include asset-based fees, fixed fees and the option for performance-based fees. United Value Capital does not present itself as a capital allocator and is not positioned as an ESG- or multi-state-focused adviser.
Assets & Accounts
Investments & Alternatives
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
- Investment Grade Corp Bonds55%
- Exchange Traded Equities30%
- Cash & Cash Equivalents10%
- State & Local Bonds4%
- Non-Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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