# Union Strategic Advisors

> Union Strategic Advisors is an SEC-registered investment advisory firm in Blue Ash, OH, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.

- CRD: 340640
- Filed as: UNION STRATEGIC ADVISORS
- Legal name: Union Strategic Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Blue Ash, OH
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340640
- AdvisorCensus page: https://advisorcensus.com/firm/union-strategic-advisors-blue-ash-oh-340640

## Quick answers

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

**How much does Union Strategic Advisors charge?**
Its Form ADV Part 2A brochure dated June 30, 2026 states: Hourly rate: up to $800 an hour (business consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Union Strategic Advisors located?**
Union Strategic Advisors' principal office is in Blue Ash, OH, according to its Form ADV.

**Is Union Strategic Advisors registered with the SEC or a state?**
Union Strategic Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340640.

**How much does Union Strategic Advisors manage?**
Union Strategic Advisors reports $371,608,066 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary).

**What types of clients does Union Strategic Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (364); high net worth individuals (110).

**Which custodians does Union Strategic Advisors use?**
Union Strategic Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Union Strategic Advisors 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/340640

**Does Union Strategic Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated June 30, 2026 says: "USA does not impose a minimum portfolio size or a minimum initial investment to open an account."

**What changed in Union Strategic Advisors' recent Form ADV filings?**
In the July 2026 filing data: Regulatory assets under management went from $0 to $371,608,066.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 30, 2026)

- Account minimum: None

> USA does not impose a minimum portfolio size or a minimum initial investment to open an account.

- Hourly rate: up to $800 an hour (business consulting services)

> Clients that are receiving business consulting services are charged a fixed fee ranging up to $250,000 or an hourly fee ranging up to $800 an hour depending upon the complexity of services provided.

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

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

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: $371,608,066
- Discretionary: $371,608,066
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 364 | $88,632,628 |
| High net worth individuals | 110 | $282,975,438 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Changes in the filing (last 12 months)

### July 2026
- Regulatory assets under management went from $0 to $371,608,066.

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Union Strategic Advisors (CRD 340640): Form ADV filing data as of October 2026.