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UNISON
Legal name: UNISON ADVISORS LLC
CRD 155470File 801-106874
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.02B
Top 25% of cohort (national)
Discretionary AUM
$2.02B
Clients
95
305 accounts
Employees
1
Top 25% of cohort in RI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Nov 4, 2015
- Principal office
- 225 DYER STREET, 2ND FLOOR, PROVIDENCE, RI, 02903
- Phone
- 646-290-7697
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.02B
- Discretionary AUM
- $2.02B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 305
- Non-discretionary accounts
- 0
- Total accounts
- 305
- AUM per client
- $21.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $18.3M |
| Other investment advisers | Fewer than 5 | $70.4M |
| High net worth individuals | 57 | $1.92B |
| Individuals (other than high net worth individuals) | 38 | $12.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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.