# Unique Financial Advisors LLC

> Unique Financial Advisors LLC is a state-registered investment advisory firm in Holmdel, NJ, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.

- CRD: 174124
- Filed as: UNIQUE FINANCIAL  ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Holmdel, NJ
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/174124
- AdvisorCensus page: https://advisorcensus.com/firm/unique-financial-advisors-llc-holmdel-nj-174124

## Quick answers

**How is Unique Financial Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Unique Financial Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Unique Financial Advisors LLC located?**
Unique Financial Advisors LLC's principal office is in Holmdel, NJ, according to its Form ADV.

**Is Unique Financial Advisors LLC registered with the SEC or a state?**
Unique Financial Advisors LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 174124.

**How much does Unique Financial Advisors LLC manage?**
Unique Financial Advisors LLC reports $73,977,067 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (100% discretionary).

**What types of clients does Unique Financial Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (26); individuals (other than high net worth individuals) (23).

**Does Unique Financial Advisors 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/174124

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $73,977,067
- Discretionary: $73,977,067
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $12,388,095 |
| High net worth individuals | 26 | $61,588,972 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- uniquefinancialadvisors.com
- Facebook @UNIQUEADVISORS
- Instagram @uniquefinancialadvisors
- LinkedIn @UNIQUEADVISORS
- X @UNIQUEADVISORS
- YouTube @Uniquefinancialadvisorsllc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Unique Financial Advisors LLC (CRD 174124): Form ADV filing data as of October 2026.