United Advisor Group, LLC
● SEC registered since 2023CRD 324205SEC# 801-127090Cincinnati, OH
Reg. AUM
$1.43B
Employees
69
Accounts
6,600
Location
Cincinnati, OH
United Advisor Group, LLC assets under management
United Advisor Group, LLC is an investment advisory firm registered with the SEC based in Cincinnati, OH. The firm has been registered since 2023. It reports $1.4 billion in regulatory assets under management and employs 69 people.
United Advisor Group, LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Raymond Steven Gettins Control | Chief Compliance Officer | Under 5% | 2022 |
| Uag Enterprises, LLC Control | Member | Over 75% | 2022 |
| Brian William Yeakley Control | Partner | — | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does United Advisor Group, LLC manage?
United Advisor Group, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does United Advisor Group, LLC have?
United Advisor Group, LLC reports 69 employees.
Where is United Advisor Group, LLC located?
United Advisor Group, LLC is based in Cincinnati, OH and has been SEC-registered since 2023.
Does United Advisor Group, LLC disclose fund performance?
United Advisor Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8170 Corporate Park Dr., Suite 300, Cincinnati, OH 45242 |
| Phone | 888-242-4912 |
| Fax | N/A |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.43B▲ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$1.43Bregulatory AUM
Discretionary $1.31BNon-discretionary $115M