{
  "crd_number": 147350,
  "slug": "united-advisors-america-prosper-tx-147350",
  "primary_business_name": "UNITED ADVISORS AMERICA",
  "legal_name": "UNITED ADVISORS AMERICA CORPORATION",
  "dbas": [],
  "city": "Prosper",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-10-12",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-08-13",
  "carried_forward": false,
  "raum_total": 446510913.0,
  "raum_discretionary": 434285971.0,
  "raum_non_discretionary": 12224942.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 28,
  "advisory_employees": 24,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 352352435.0,
      "count": 2752
    },
    "high_net_worth_individuals": {
      "raum": 94158478.0,
      "count": 57
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "IA",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "NC",
    "NH",
    "NJ",
    "OH",
    "OK",
    "PA",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://facebook.com/unitedadvisorsamerica",
    "https://linkedin.com/company/united-advisors-america",
    "https://twitter.com/advisorsamerica",
    "https://unitedadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147350",
  "city_as_filed": "PROSPER",
  "url": "https://advisorcensus.com/firm/united-advisors-america-prosper-tx-147350",
  "display_name": "United Advisors America",
  "summary": "United Advisors America is an SEC-registered investment advisory firm in Prosper, TX, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 13, 2026.",
  "citation": "AdvisorCensus. United Advisors America (CRD 147350): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is United Advisors America compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), United Advisors America reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is United Advisors America located?",
      "a": "United Advisors America's principal office is in Prosper, TX, according to its Form ADV."
    },
    {
      "q": "Is United Advisors America registered with the SEC or a state?",
      "a": "United Advisors America is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 147350."
    },
    {
      "q": "How much does United Advisors America manage?",
      "a": "United Advisors America reports $446,510,913 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (97% discretionary)."
    },
    {
      "q": "How have United Advisors America's assets and staff changed since 2021?",
      "a": "In the Form ADV data for United Advisors America: Regulatory assets under management: $128,789,738 in the October 2021 data and $446,510,913 in the October 2026 data, up 247%. Total employees: 27 in October 2021 and 28 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does United Advisors America serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,752); high net worth individuals (57)."
    },
    {
      "q": "Which custodians does United Advisors America use?",
      "a": "United Advisors America's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does United Advisors America report any disciplinary disclosures?",
      "a": "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/147350"
    },
    {
      "q": "What changed in United Advisors America's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Registered or notice-filed in CT, MA, ME, NH."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 128789738.0,
      "total_employees": 27,
      "filing_date": "2021-01-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 182706289.0,
      "total_employees": 30,
      "filing_date": "2022-05-04"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 193671859.0,
      "total_employees": 28,
      "filing_date": "2023-03-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 260175011.0,
      "total_employees": 27,
      "filing_date": "2024-05-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 353695420.0,
      "total_employees": 25,
      "filing_date": "2025-06-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 446510913.0,
      "total_employees": 28,
      "filing_date": "2026-08-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Registered or notice-filed in CT, MA, ME, NH."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 22 to 24.",
        "Regulatory assets under management went from $353,695,420 to $446,510,913 (+26%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/united-advisors-america-prosper-tx-147350.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2752,
      "fewer_than_5": false,
      "raum": 352352435.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 57,
      "fewer_than_5": false,
      "raum": 94158478.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147350",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}