# Union Heritage Capital

> Union Heritage Capital is an SEC-registered investment advisory firm in Detroit, MI, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 309768
- Filed as: UNION HERITAGE CAPITAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Detroit, MI
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309768
- AdvisorCensus page: https://advisorcensus.com/firm/union-heritage-capital-detroit-mi-309768

## Quick answers

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

**Where is Union Heritage Capital located?**
Union Heritage Capital's principal office is in Detroit, MI, according to its Form ADV.

**Is Union Heritage Capital registered with the SEC or a state?**
Union Heritage Capital is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309768.

**How much does Union Heritage Capital manage?**
Union Heritage Capital reports $295,247,038 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Union Heritage Capital's assets and staff changed since 2021?**
In the Form ADV data for Union Heritage Capital: Regulatory assets under management: $206,000,000 in the October 2021 data and $295,247,038 in the October 2026 data, up 43%. Total employees: 5 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Which custodians does Union Heritage Capital use?**
Union Heritage Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Northern Trust Company as a custodian holding 10% or more of its separately managed account assets.

**Does Union Heritage Capital 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/309768

**Does Union Heritage Capital state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "Our suggested minimum account size is $50,000."

## 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 30, 2026)

- Account minimum: $50,000

> Our suggested minimum account size is $50,000.

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

### Custodians (Schedule D, Section 5.K(3))
- Northern Trust Company

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: $295,247,038
- Discretionary: $295,247,038
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $295,247,038 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- unionheritage.com
- LinkedIn @unionheritagecapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $206,000,000 | 5 | March 28, 2021 |
| October 2022 | $215,707,000 | 3 | March 21, 2022 |
| October 2023 | $164,576,000 | 2 | April 5, 2023 |
| October 2024 | $199,960,000 | 2 | March 30, 2024 |
| October 2025 | $279,790,018 | 2 | April 4, 2025 |
| October 2026 | $295,247,038 | 3 | March 30, 2026 |

Regulatory assets under management: $206,000,000 in the October 2021 data and $295,247,038 in the October 2026 data, up 43%.
Total employees: 5 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Union Heritage Capital (CRD 309768): Form ADV filing data as of October 2026.