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United Value Capital, LLC

● SEC registered since 2024CRD 300533SEC# 801-131628
Export (members)
Reg. AUM
$122M
Employees
1
Accounts
18
Location

United Value Capital, LLC assets under management

United Value Capital, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2024. It reports $122 million in regulatory assets under management and employs 1 people.

United Value Capital, LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert Connelly ControlCeo And CcoOver 75%2017

Frequently asked questions

How much does United Value Capital, LLC manage?

United Value Capital, LLC reports $122 million in regulatory assets under management on its Form ADV.

How many employees does United Value Capital, LLC have?

United Value Capital, LLC reports 1 employees.

Does United Value Capital, LLC disclose fund performance?

United Value Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone801-310-8101
Office hours8a.m. - 5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Regulatory AUM

$122M▼ 8%
Mar '25 — $132.8MApr '25 — $132.8MMay '25 — $132.8MJun '25 — $132.8MJul '25 — $132.8MAug '25 — $132.8MSep '25 — $132.8MOct '25 — $132.8MNov '25 — $132.8MDec '25 — $132.8MJan '26 — $132.8MFeb '26 — $132.8MMar '26 — $122MApr '26 — $122MMay '26 — $122MJun '26 — $122M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$122Mregulatory AUM
Discretionary $122M