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UNIVERSAL FINANCIAL ADVISORS, LLC
CRD 318392File 801-124991
APPROVED
Retail clients
Filing as of Aug 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$277.5M
Below cohort median (national)
Discretionary AUM
$277.5M
Clients
331
709 accounts
Employees
8
Below cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 11, 2022
- Principal office
- 333 S. KIRKWOOD ROAD, SUITE 301, ST. LOUIS, MO, 63122
- Phone
- 314-721-5522
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $277.5M
- Discretionary AUM
- $277.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 709
- Non-discretionary accounts
- 0
- Total accounts
- 709
- AUM per client
- $838K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $254K |
| Charitable organizations | Fewer than 5 | $821K |
| High net worth individuals | 69 | $198.0M |
| Individuals (other than high net worth individuals) | 257 | $78.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- 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.