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UNITED ADVISORS AMERICA
Legal name: UNITED ADVISORS AMERICA CORPORATION
CRD 147350File 801-114134
APPROVED
Retail clients
Custody
Filing as of Aug 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$446.5M
Below cohort median (national)
Discretionary AUM
$434.3M
Non-discretionary $12.2M
Clients
2,809
2,809 accounts
Employees
28
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Oct 12, 2018
- Principal office
- 290 S PRESTON ROAD, SUITE 220, PROSPER, TX, 75078
- Phone
- 877-443-0610
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $446.5M
- Discretionary AUM
- $434.3M
- Non-discretionary AUM
- $12.2M
- Discretionary accounts
- 2,717
- Non-discretionary accounts
- 92
- Total accounts
- 2,809
- AUM per client
- $159K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 57 | $94.2M |
| Individuals (other than high net worth individuals) | 2,752 | $352.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.