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Union Strategic Advisors LLC

● SEC registered since 2026CRD 340640SEC# 801-135455Blue Ash, OH
Export (members)
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.
www.unionstrategic.comView on SEC.gov ↗

Union Strategic Advisors LLC owners & executives

3 reported
NameTitleOwnershipSince
Alex Thomas Holtmeier ControlPrincipal, Strategy25-50%2025
Kevin Min KimChief Compliance OfficerUnder 5%2026
Timothy Mathew Recker ControlManaging Principal50-75%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

Address9825 Kenwood Rd., Suite 103, Blue Ash, OH 45242
Phone513-699-5200
Fax513-935-2900
Office hours8:30 To 4:30
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$371.6M
Non-discretionary$0
Total (RAUM)$371.6M