Investment adviser · CRD 107397
UNITED AMERICAN CAPITAL CORP
Investment adviser filing (IA)
WORTHINGTON, OH, United States · Form ADV filed Mar 23, 2018
- Regulatory AUM
- $5.12B Form ADV · Item 5.F
- Client accounts
- 71 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 4 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 |
|---|---|---|---|
| Government entities | 32 | $4,744,346,306 | 92.7% |
| Other clients | 13 | $371,647,770 | 7.3% |
Filing source
Form ADV 1182827 · Mar 23, 2018 · 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: Mar 23, 2018. View historical filings
Reported services
Business portfolio management · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
75 E WILSON BRIDGE ROAD, SUITES C-2, C-3WORTHINGTON, OH, 43085, United States
CRD 107397
Filing source
Form ADV 1182827 · Mar 23, 2018 · 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.