# United Advisors America

> 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.

- CRD: 147350
- Filed as: UNITED ADVISORS AMERICA
- Legal name: United Advisors America Corporation
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Prosper, TX
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147350
- AdvisorCensus page: https://advisorcensus.com/firm/united-advisors-america-prosper-tx-147350

## Quick answers

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

**Where is United Advisors America located?**
United Advisors America's principal office is in Prosper, TX, according to its Form ADV.

**Is United Advisors America registered with the SEC or a state?**
United Advisors America is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 147350.

**How much does United Advisors America manage?**
United Advisors America reports $446,510,913 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (97% discretionary).

**How have United Advisors America's assets and staff changed since 2021?**
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.

**What types of clients does United Advisors America serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,752); high net worth individuals (57).

**Which custodians does United Advisors America use?**
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.

**Does United Advisors America 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/147350

**What changed in United Advisors America's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in CT, MA, ME, NH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., 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: $446,510,913
- Discretionary: $434,285,971
- Non-discretionary: $12,224,942

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,752 | $352,352,435 |
| High net worth individuals | 57 | $94,158,478 |

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

### Firm details
- Registered since: 2018 (7 years)
- Employees: 28 total, 24 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- unitedadvisors.com
- Facebook @unitedadvisorsamerica
- LinkedIn @united-advisors-america
- X @advisorsamerica

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $128,789,738 | 27 | January 28, 2021 |
| October 2022 | $182,706,289 | 30 | May 4, 2022 |
| October 2023 | $193,671,859 | 28 | March 22, 2023 |
| October 2024 | $260,175,011 | 27 | May 17, 2024 |
| October 2025 | $353,695,420 | 25 | June 30, 2025 |
| October 2026 | $446,510,913 | 28 | August 13, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in CT, MA, ME, NH.

### April 2026
- Employees performing advisory functions went from 22 to 24.
- Regulatory assets under management went from $353,695,420 to $446,510,913 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. United Advisors America (CRD 147350): Form ADV filing data as of October 2026.