UNITED ADVISOR GROUP, LLC
Legal name: UNITED ADVISOR GROUP
CRD #324205 SEC #801-127090 CINCINNATI, OH 888-242-4912
SEC Registered Disclosures
Total AUM
$1.1B
Discretionary
$998.2M
Employees
61
Clients
11
Accounts
5,875
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.1B | $998.2M | $93.4M | 61 | 0 |
| Nov 2025 | $1.1B | $998.2M | $93.4M | 61 | 0 |
| Aug 2025 | $1.1B | $998.2M | $93.4M | 61 | 0 |
| May 2025 | $1.1B | $998.2M | $93.4M | 61 | 0 |
| May 2025 | $1.1B | $998.2M | $93.4M | 61 | 0 |
| Apr 2025 | $1.1B | $998.2M | $93.4M | 61 | 0 |
| Dec 2024 | $578.8M | $570.7M | $8.1M | 35 | 0 |
| Dec 2024 | $578.8M | $570.7M | $8.1M | 35 | 0 |
| Nov 2024 | $578.8M | $570.7M | $8.1M | 35 | 0 |
| Aug 2024 | $578.8M | $570.7M | $8.1M | 35 | 0 |
| Jul 2024 | $578.8M | $570.7M | $8.1M | 35 | 0 |
| Apr 2024 | $578.8M | $570.7M | $8.1M | 35 | 0 |
| Mar 2024 | $578.8M | $570.7M | $8.1M | 35 | 0 |
| Dec 2023 | $203.8M | $165M | $38.7M | 28 | 0 |
| Nov 2023 | $203.8M | $165M | $38.7M | 28 | 0 |
| Nov 2023 | $203.8M | $165M | $38.7M | 27 | 0 |
| Sep 2023 | $203.8M | $165M | $38.7M | 27 | 0 |
| Sep 2023 | $203.8M | $165M | $38.7M | 27 | 0 |
| Jun 2023 | $203.8M | $165M | $38.7M | 25 | 0 |
| May 2023 | $203.8M | $165M | $38.7M | 25 | 0 |
| Mar 2023 | $0 | $0 | $0 | 25 | 0 |
| Mar 2023 | $0 | $0 | $0 | 8 | 0 |
| Mar 2023 | $0 | $0 | $0 | 4 | 0 |
| Mar 2023 | $0 | $0 | $0 | 4 | 0 |
| Feb 2023 | $0 | $0 | $0 | 2 | 0 |
| Nov 2022 | $0 | $0 | $0 | 1 | 0 |
| Nov 2022 | $0 | $0 | $0 | 1 | 0 |
DateNov 2025
Total AUM$1.1B
Discretionary$998.2M
Non-Disc.$93.4M
Employees61
Clients0
DateNov 2025
Total AUM$1.1B
Discretionary$998.2M
Non-Disc.$93.4M
Employees61
Clients0
DateAug 2025
Total AUM$1.1B
Discretionary$998.2M
Non-Disc.$93.4M
Employees61
Clients0
DateMay 2025
Total AUM$1.1B
Discretionary$998.2M
Non-Disc.$93.4M
Employees61
Clients0
DateMay 2025
Total AUM$1.1B
Discretionary$998.2M
Non-Disc.$93.4M
Employees61
Clients0
DateApr 2025
Total AUM$1.1B
Discretionary$998.2M
Non-Disc.$93.4M
Employees61
Clients0
DateDec 2024
Total AUM$578.8M
Discretionary$570.7M
Non-Disc.$8.1M
Employees35
Clients0
DateDec 2024
Total AUM$578.8M
Discretionary$570.7M
Non-Disc.$8.1M
Employees35
Clients0
DateNov 2024
Total AUM$578.8M
Discretionary$570.7M
Non-Disc.$8.1M
Employees35
Clients0
DateAug 2024
Total AUM$578.8M
Discretionary$570.7M
Non-Disc.$8.1M
Employees35
Clients0
DateJul 2024
Total AUM$578.8M
Discretionary$570.7M
Non-Disc.$8.1M
Employees35
Clients0
DateApr 2024
Total AUM$578.8M
Discretionary$570.7M
Non-Disc.$8.1M
Employees35
Clients0
DateMar 2024
Total AUM$578.8M
Discretionary$570.7M
Non-Disc.$8.1M
Employees35
Clients0
DateDec 2023
Total AUM$203.8M
Discretionary$165M
Non-Disc.$38.7M
Employees28
Clients0
DateNov 2023
Total AUM$203.8M
Discretionary$165M
Non-Disc.$38.7M
Employees28
Clients0
DateNov 2023
Total AUM$203.8M
Discretionary$165M
Non-Disc.$38.7M
Employees27
Clients0
DateSep 2023
Total AUM$203.8M
Discretionary$165M
Non-Disc.$38.7M
Employees27
Clients0
DateSep 2023
Total AUM$203.8M
Discretionary$165M
Non-Disc.$38.7M
Employees27
Clients0
DateJun 2023
Total AUM$203.8M
Discretionary$165M
Non-Disc.$38.7M
Employees25
Clients0
DateMay 2023
Total AUM$203.8M
Discretionary$165M
Non-Disc.$38.7M
Employees25
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees25
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0