United Value Capital, LLC
United Value Capital, LLC is an SEC-registered ria with $122.0M assets under management (AUM, regulatory AUM), -8% over one year. See who owns United Value Capital, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300533, SEC 801-131628, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $122.0M (2026-03-17)
- Firm type
- Ria
- Employees
- 1
- Clients
- 8
- CRD
- 300533
- Ownership
- CONNELLY, ROBERT
How much AUM does United Value Capital, LLC have?
United Value Capital, LLC reported $122.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns United Value Capital, LLC?
Disclosed owners and executives of United Value Capital, LLC include CONNELLY, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.