# UCS Investment Co

> UCS Investment Co is a state-registered investment advisory firm in Suwanee, GA, registered since 2014, with no regulatory assets under management reported in its Form ADV filing dated January 27, 2014.

- CRD: 149258
- Filed as: UCS INVESTMENT CO
- Legal name: UCS Investment CO/UCS Funds
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Suwanee, GA
- Filing period: October 2026
- Form ADV filing dated: January 27, 2014
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/149258
- AdvisorCensus page: https://advisorcensus.com/firm/ucs-investment-co-suwanee-ga-149258

## Quick answers

**How is UCS Investment Co compensated?**
On its Form ADV (Item 5.E, October 2026), UCS Investment Co reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is UCS Investment Co located?**
UCS Investment Co's principal office is in Suwanee, GA, according to its Form ADV.

**Is UCS Investment Co registered with the SEC or a state?**
UCS Investment Co is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 149258.

**Does UCS Investment Co report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/149258

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2014 (12 years)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: Not reported
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- allthingsetf.blogspot.com
- etfcast.blogspot.com
- iapeq.com
- ucsinv1.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. UCS Investment Co (CRD 149258): Form ADV filing data as of October 2026.