Investment adviser · CRD 324205
UNITED ADVISOR GROUP
Investment adviser filing (IA)
UNITED ADVISOR GROUP, LLC
CINCINNATI, OH, United States · Form ADV filed Apr 20, 2026
- Regulatory AUM
- $1.43B Form ADV · Item 5.F
- Client accounts
- 6,600 Accounts, not individual clients
- Employees
- 69 Reported in this filing
- Advisory professionals
- 51 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,382 | $689,798,937 | 48.4% |
| Individuals | 5,013 | $681,626,081 | 47.8% |
| Corporations & businesses | 158 | $31,360,759 | 2.2% |
| Retirement plans | 29 | $13,586,519 | 1.0% |
| Charities | 18 | $10,092,692 | 0.7% |
Filing source
Form ADV 2096364 · Apr 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
8170 CORPORATE PARK DR., SUITE 300CINCINNATI, OH, 45242, United States
CRD 324205
Filing source
Form ADV 2096364 · Apr 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.