# Atlantic Union Municipal Advisors, Inc

> Atlantic Union Municipal Advisors, Inc is an SEC-registered investment advisory firm in Glen Allen, VA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 26, 2026.

- CRD: 329425
- Filed as: ATLANTIC UNION MUNICIPAL ADVISORS, INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Glen Allen, VA
- Filing period: October 2026
- Form ADV filing dated: May 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329425
- AdvisorCensus page: https://advisorcensus.com/firm/atlantic-union-municipal-advisors-inc-glen-allen-va-329425

## Quick answers

**How is Atlantic Union Municipal Advisors, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Atlantic Union Municipal Advisors, Inc reports these compensation arrangements: a percentage of assets under its management.

**How much does Atlantic Union Municipal Advisors, Inc charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 0.1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Atlantic Union Municipal Advisors, Inc located?**
Atlantic Union Municipal Advisors, Inc's principal office is in Glen Allen, VA, according to its Form ADV.

**Is Atlantic Union Municipal Advisors, Inc registered with the SEC or a state?**
Atlantic Union Municipal Advisors, Inc is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329425.

**How much does Atlantic Union Municipal Advisors, Inc manage?**
Atlantic Union Municipal Advisors, Inc reports $134,277,990 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (100% discretionary).

**How have Atlantic Union Municipal Advisors, Inc's assets and staff changed since 2024?**
In the Form ADV data for Atlantic Union Municipal Advisors, Inc: Regulatory assets under management: $195,417,417 in the October 2024 data and $134,277,990 in the October 2026 data, down 31%. Total employees: 4 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Atlantic Union Municipal Advisors, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329425

**What changed in Atlantic Union Municipal Advisors, Inc's recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in NC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Asset-based fee: 0.1% of assets a year

> AUMA’s advisory fee for managing VA MINT is an annual rate of 0.10% (10 basis points) of assets under management.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $134,277,990
- Discretionary: $134,277,990
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $134,277,990 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [vamint.com](https://vamint.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $195,417,417 | 4 | July 22, 2024 |
| October 2025 | $185,400,813 | 4 | March 18, 2025 |
| October 2026 | $134,277,990 | 4 | May 26, 2026 |

Regulatory assets under management: $195,417,417 in the October 2024 data and $134,277,990 in the October 2026 data, down 31%.
Total employees: 4 in October 2024 and 4 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in NC.

### April 2026
- Regulatory assets under management went from $185,400,813 to $134,277,990 (-28%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atlantic Union Municipal Advisors, Inc (CRD 329425): Form ADV filing data as of October 2026.