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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 98 | 95 | decreased by3 |
| Apr 1, 2026 | AUM | $1,810,395,000 | $2,021,040,000 | increased by$210,645,000 |
| Apr 1, 2026 | Accounts | 296 | 305 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 111 | 98 | decreased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,452,716,000 | $1,810,395,000 | increased by$357,679,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 279 | 296 | increased by17 |
| Apr 1, 2022 | Clients | 107 | 111 | increased by4 |
| Apr 1, 2022 | AUM | $1,628,211,000 | $1,452,716,000 | decreased by$175,495,000 |
| Apr 1, 2022 | Accounts | 276 | 279 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “UNISON” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“UNISON” may also match similarly-named firms). Confirm identity against each filing.
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.