# United Value Capital, LLC

> United Value Capital, LLC is an SEC-registered investment advisory firm, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 8, 2026.

- CRD: 300533
- Filed as: UNITED VALUE CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300533
- AdvisorCensus page: https://advisorcensus.com/firm/united-value-capital-llc-300533

## Quick answers

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

**Is United Value Capital, LLC registered with the SEC or a state?**
United Value Capital, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 300533.

**How much does United Value Capital, LLC manage?**
United Value Capital, LLC reports $122,000,000 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (100% discretionary).

**How have United Value Capital, LLC's assets and staff changed since 2025?**
In the Form ADV data for United Value Capital, LLC: Regulatory assets under management: $132,800,000 in the October 2025 data and $122,000,000 in the October 2026 data, down 8%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does United Value Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (8).

**Which custodians does United Value Capital, LLC use?**
United Value Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC and U.S. Bank National Association as custodians holding 10% or more of its separately managed account assets.

**Does United Value Capital, LLC 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/300533

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC
- U.S. Bank National Association

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: $122,000,000
- Discretionary: $122,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 8 | $67,000,000 |
| Insurance companies | Fewer than 5 | $55,000,000 |

### 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: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $132,800,000 | 1 | March 14, 2025 |
| October 2026 | $122,000,000 | 1 | September 8, 2026 |

Regulatory assets under management: $132,800,000 in the October 2025 data and $122,000,000 in the October 2026 data, down 8%.
Total employees: 1 in October 2025 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. United Value Capital, LLC (CRD 300533): Form ADV filing data as of October 2026.