| 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 |
United Advisor Group, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
United Advisor Group, LLC reports 61 employees.
United Advisor Group, LLC is based in Cincinnati, OH and has been SEC-registered since 2023.
United Advisor Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $998.2M |
| Non-discretionary | $93.4M |
| Total (RAUM) | $1.09B |