Union Strategic Advisors
Union Strategic Advisors is an SEC-registered mass-market adviser in Blue Ash, OH with $371.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Union Strategic Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 340640, SEC 801-135455, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $371.6M (2026-06-30)
- Firm type
- Mass-Market Adviser
- Location
- Blue Ash, OH
- Employees
- 4
- Clients
- 474
- CRD
- 340640
- Ownership
- HOLTMEIER, ALEX, THOMAS; RECKER, TIMOTHY, MATHEW; KIM, KEVIN, MIN
How much AUM does Union Strategic Advisors have?
Union Strategic Advisors reported $371.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Union Strategic Advisors?
Disclosed owners and executives of Union Strategic Advisors include HOLTMEIER, ALEX, THOMAS, RECKER, TIMOTHY, MATHEW, KIM, KEVIN, MIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.