Union Capital Company
Union Capital Company is an SEC-registered mass-market adviser in Tucson, AZ with $150.0M assets under management (AUM, regulatory AUM), -15% over one year. See who owns Union Capital Company: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110301, SEC 801-121320, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $150.0M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Tucson, AZ
- Employees
- 13
- Clients
- 414
- CRD
- 110301
- Ownership
- BODKIN, JOSEPH FRANCIS; UNION CAPITAL HOLDINGS, CORP.; ALMADA, FRANCISCO B
How much AUM does Union Capital Company have?
Union Capital Company reported $150.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Union Capital Company?
Disclosed owners and executives of Union Capital Company include BODKIN, JOSEPH FRANCIS, UNION CAPITAL HOLDINGS, CORP., ALMADA, FRANCISCO B. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.