Unify Financial Advisors
Unify Financial Advisors is an SEC-registered mass-market adviser in Clearwater, FL with $155.8M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Unify Financial Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 324120, SEC 801-130951, data through 2026-04-16.
- AUM (assets under management / regulatory AUM)
- $155.8M (2026-04-16)
- Firm type
- Mass-Market Adviser
- Location
- Clearwater, FL
- Employees
- 3
- Clients
- 196
- CRD
- 324120
- Ownership
- BENNETT, DAVID, LLOYD
How much AUM does Unify Financial Advisors have?
Unify Financial Advisors reported $155.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-16).
Who owns Unify Financial Advisors?
Disclosed owners and executives of Unify Financial Advisors include BENNETT, DAVID, LLOYD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.