Union Strategic Advisors LLC
● SEC registered since 2026CRD 340640SEC# 801-135455Blue Ash, OH
Reg. AUM
$371.6M
Employees
4
Accounts
1,443
Location
Blue Ash, OH
Union Strategic Advisors LLC assets under management
Union Strategic Advisors LLC is an SEC-registered investment adviser based in Blue Ash, OH. The firm has been registered since 2026. It reports $371.6 million in regulatory assets under management and employs 4 people.
Union Strategic Advisors LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alex Thomas Holtmeier Control | Principal, Strategy | 25-50% | 2025 |
| Kevin Min Kim | Chief Compliance Officer | Under 5% | 2026 |
| Timothy Mathew Recker Control | Managing Principal | 50-75% | 2025 |
Frequently asked questions
How much does Union Strategic Advisors LLC manage?
Union Strategic Advisors LLC reports $371.6 million in regulatory assets under management on its Form ADV.
How many employees does Union Strategic Advisors LLC have?
Union Strategic Advisors LLC reports 4 employees.
Where is Union Strategic Advisors LLC located?
Union Strategic Advisors LLC is based in Blue Ash, OH and has been SEC-registered since 2026.
Does Union Strategic Advisors LLC disclose fund performance?
Union Strategic Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9825 Kenwood Rd., Suite 103, Blue Ash, OH 45242 |
| Phone | 513-699-5200 |
| Fax | 513-935-2900 |
| Office hours | 8:30 To 4:30 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$371.6Mregulatory AUM
Discretionary $371.6M