Overview
Assets Under Management: $122 million
High-Net-Worth Clients: 8
Average Client Assets: $8.4 million
Frequently Asked Questions
UNITED VALUE CAPITAL, LLC 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 #300533), UNITED VALUE CAPITAL, LLC is subject to fiduciary duty under federal law.
UNITED VALUE CAPITAL, LLC serves 8 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, UNITED VALUE CAPITAL, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
UNITED VALUE CAPITAL, LLC manages $122 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, UNITED VALUE CAPITAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 8
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.92%
Average Client Assets: $8.4 million
Total Client Accounts: 18
Discretionary Accounts: 18
Regulatory Filings
CRD Number: 300533
Filing ID: 2074098
Last Filing Date: 2026-03-17 15:35:14