Overview
Assets Under Management: $177 million
Headquarters: TUCSON, AZ
High-Net-Worth Clients: 39
Average Client Assets: $846,153
Frequently Asked Questions
UNION CAPITAL COMPANY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110301), UNION CAPITAL COMPANY is subject to fiduciary duty under federal law.
UNION CAPITAL COMPANY is headquartered in TUCSON, AZ.
UNION CAPITAL COMPANY serves 39 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, UNION CAPITAL COMPANY offers portfolio management for individuals and selection of other advisors. View all service details ↓
UNION CAPITAL COMPANY manages $177 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, UNION CAPITAL COMPANY serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.64
Average High-Net-Worth Client Assets: $846,153
Total Client Accounts: 517
Discretionary Accounts: 121
Non-Discretionary Accounts: 396
Regulatory Filings
CRD Number: 110301
Filing ID: 1973890
Last Filing Date: 2025-03-31 18:18:00
Website: https://unioncapital.com