Atlantic Union Municipal Advisors, Inc
● SEC registered since 2024CRD 329425SEC# 801-129419Glen Allen, VA
Reg. AUM
$134.3M
Employees
4
Accounts
1
Location
Glen Allen, VA
Atlantic Union Municipal Advisors, Inc assets under management
Atlantic Union Municipal Advisors, Inc is an investment advisory firm registered with the SEC based in Glen Allen, VA. The firm has been registered since 2024. It reports $134.3 million in regulatory assets under management and employs 4 people.
Atlantic Union Municipal Advisors, Inc owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Atlantic Union Bank Control | Corporation | Over 75% | 2023 |
| Ellen Elizabeth Spong | Vice President, Treasurer | Under 5% | 2023 |
| John Foster Ockerman | Vice President, Treasurer | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Atlantic Union Municipal Advisors, Inc manage?
Atlantic Union Municipal Advisors, Inc reports $134.3 million in regulatory assets under management on its Form ADV.
How many employees does Atlantic Union Municipal Advisors, Inc have?
Atlantic Union Municipal Advisors, Inc reports 4 employees.
Where is Atlantic Union Municipal Advisors, Inc located?
Atlantic Union Municipal Advisors, Inc is based in Glen Allen, VA and has been SEC-registered since 2024.
Does Atlantic Union Municipal Advisors, Inc disclose fund performance?
Atlantic Union Municipal Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4300 Cox Road, Glen Allen, VA 23060 |
| Phone | 804-802-4955X6055 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$134.3M▼ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$134.3Mregulatory AUM
Discretionary $134.3M