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UAS ASSET MANAGEMENT

Legal name: UNITED AMERICAN SECURITIES, INC.

CRD 21274File 801-32004
APPROVED
Retail clients
Custody
Filing as of May 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$493.0M
Above cohort median (national)
Discretionary AUM
$483.8M
Non-discretionary $9.2M
Clients
361
363 accounts
Employees
6
Below cohort median in NY

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
NYRO
Registration date
Apr 22, 1988
Principal office
655 THIRD AVENUE, SUITE 2906, NEW YORK, NY, 10017
Phone
212-983-5822

Assets & accounts

ADV Item 5F
Total regulatory AUM
$493.0M
Discretionary AUM
$483.8M
Non-discretionary AUM
$9.2M
Discretionary accounts
358
Non-discretionary accounts
5
Total accounts
363
AUM per client
$1.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other5$36.1M
Charitable organizations5$30.4M
High net worth individuals160$263.0M
Pooled investment vehicles1$92.4M
Pension and profit sharing plans8$12.1M
State or municipal government entitiesFewer than 5$12.8M
Individuals (other than high net worth individuals)182$46.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

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
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.