# Unimar

> Unimar is an SEC-registered investment advisory firm in Miami, FL, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.

- CRD: 159674
- Filed as: UNIMAR
- Legal name: Unimar Financial Services, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159674
- AdvisorCensus page: https://advisorcensus.com/firm/unimar-miami-fl-159674

## Quick answers

**How is Unimar compensated?**
On its Form ADV (Item 5.E, October 2026), Unimar reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Unimar located?**
Unimar's principal office is in Miami, FL, according to its Form ADV.

**Is Unimar registered with the SEC or a state?**
Unimar is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 159674.

**How much does Unimar manage?**
Unimar reports $230,798,715 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (98% discretionary).

**How have Unimar's assets and staff changed since 2021?**
In the Form ADV data for Unimar: Regulatory assets under management: $257,562,050 in the October 2021 data and $230,798,715 in the October 2026 data, down 10%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Unimar serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (36); pooled investment vehicles (other than investment companies and business development companies) (7).

**Which custodians does Unimar use?**
Unimar's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists J.P. Morgan Securities LLC and Pershing LLC as custodians holding 10% or more of its separately managed account assets.

**Does Unimar 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/159674

**Does Unimar state an account minimum?**
Its Form ADV Part 2A brochure dated August 3, 2026 says: "Generally, the minimum dollar value of assets required to establish an investment advisory account is $1,000,000. However, Adviser reserves the authority to waive the account minimum as it deems appropriate."

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 3, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Generally, the minimum dollar value of assets required to establish an investment advisory account is $1,000,000. However, Adviser reserves the authority to waive the account minimum as it deems appropriate.

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

### Custodians (Schedule D, Section 5.K(3))
- J.P. Morgan Securities LLC
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $230,798,715
- Discretionary: $227,092,718
- Non-discretionary: $3,705,997

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 36 | $46,303,254 |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $184,495,461 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- unimarfinancial.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $257,562,050 | 4 | February 3, 2021 |
| October 2022 | $249,432,319 | 4 | February 14, 2022 |
| October 2023 | $220,729,402 | 4 | May 30, 2023 |
| October 2024 | $229,169,635 | 4 | February 8, 2024 |
| October 2025 | $213,299,652 | 3 | March 6, 2025 |
| October 2026 | $230,798,715 | 3 | August 3, 2026 |

Regulatory assets under management: $257,562,050 in the October 2021 data and $230,798,715 in the October 2026 data, down 10%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Unimar (CRD 159674): Form ADV filing data as of October 2026.