# Union Grove Capital, LLC

> Union Grove Capital, LLC is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 31, 2026.

- CRD: 339693
- Filed as: UNION GROVE CAPITAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339693
- AdvisorCensus page: https://advisorcensus.com/firm/union-grove-capital-llc-339693

## Quick answers

**How is Union Grove Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Union Grove Capital, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Union Grove Capital, LLC registered with the SEC or a state?**
Union Grove Capital, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339693.

**How much does Union Grove Capital, LLC manage?**
Union Grove Capital, LLC reports $2,386,340 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (100% discretionary).

**What types of clients does Union Grove Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2); high net worth individuals (1).

**Does Union Grove Capital, LLC 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/339693

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,386,340
- Discretionary: $2,386,340
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $924,636 |
| High net worth individuals | 1 | $1,461,704 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 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)
- uniongrovecapital.com
- Facebook @trav.mueller1
- Instagram @trav.mueller
- LinkedIn @union-grove-capital
- LinkedIn @travismueller
- YouTube @UGCGrove
- YouTube @uniongrovecapital

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Union Grove Capital, LLC (CRD 339693): Form ADV filing data as of October 2026.