Union Heritage Capital
Union Heritage Capital is an SEC-registered ria in Detroit, MI with $295.2M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Union Heritage Capital: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309768, SEC 801-119126, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $295.2M (2026-03-30)
- Firm type
- Ria
- Location
- Detroit, MI
- Employees
- 3
- Clients
- 1
- CRD
- 309768
- Ownership
- ARCHER-FAIRLEY, SONYA; NEAL, DOMINECA; SCOTT BATTS, DAWN, LARICE; BATTS, DEREK, TAFT; BATTS, NIA, LINDER
How much AUM does Union Heritage Capital have?
Union Heritage Capital reported $295.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Union Heritage Capital?
Disclosed owners and executives of Union Heritage Capital include ARCHER-FAIRLEY, SONYA, NEAL, DOMINECA, SCOTT BATTS, DAWN, LARICE, BATTS, DEREK, TAFT, BATTS, NIA, LINDER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.