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UNIPLAN INVESTMENT COUNSEL, INC.
CRD 154718File 801-71802
APPROVED
Retail clients
Filing as of May 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$330.5M
Below cohort median (national)
Discretionary AUM
$330.5M
Clients
437
437 accounts
Employees
11
Below cohort median in WI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 16, 2010
- Principal office
- 839 N JEFFERSON ST., SUITE 502, MILWAUKEE, WI, 53202
- Phone
- 262-534-3000
- Website
- HTTPS://UNIPLANIC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $330.5M
- Discretionary AUM
- $330.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 437
- Non-discretionary accounts
- 0
- Total accounts
- 437
- AUM per client
- $756K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 17 | $20.2M |
| Charitable organizations | 8 | $7.2M |
| Pension and profit sharing plans | 7 | $72.1M |
| Individuals (other than high net worth individuals) | 405 | $230.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.