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Unify Financial LLC

● SEC registered since 2024CRD 324120SEC# 801-130951Clearwater, FL
Export (members)
Reg. AUM
$123.7M
Employees
3
Accounts
562
Location
Clearwater, FL

Unify Financial LLC assets under management

Unify Financial LLC is an SEC-registered investment adviser based in Clearwater, FL. The firm has been registered since 2024. It reports $123.7 million in regulatory assets under management and employs 3 people.
www.unifyfa.comView on SEC.gov ↗

Unify Financial LLC owners & executives

1 reported
NameTitleOwnershipSince
David Lloyd Bennett ControlManaging Member & Chief Compliance OfficerOver 75%2023

Frequently asked questions

How much does Unify Financial LLC manage?

Unify Financial LLC reports $123.7 million in regulatory assets under management on its Form ADV.

How many employees does Unify Financial LLC have?

Unify Financial LLC reports 3 employees.

Where is Unify Financial LLC located?

Unify Financial LLC is based in Clearwater, FL and has been SEC-registered since 2024.

Does Unify Financial LLC disclose fund performance?

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

Contact & registration

Address1465 South Fort Harrison Avenue, Suite 201, Clearwater, FL 33756
Phone727-306-0299
Office hours9a.m. To 5p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$123.5M
Non-discretionary$199K
Total (RAUM)$123.7M