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UNIFY FINANCIAL ADVISORS
Legal name: UNIFY FINANCIAL LLC
CRD 324120File 801-130951
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Apr 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$155.8M
Bottom 25% of cohort (national)
Discretionary AUM
$155.6M
Non-discretionary $198K
Clients
196
567 accounts
Employees
3
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Aug 16, 2024
- Principal office
- 1465 SOUTH FORT HARRISON AVENUE, SUITE 201, CLEARWATER, FL, 33756
- Phone
- 727-306-0299
- Website
- https://www.unifyfa.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $155.8M
- Discretionary AUM
- $155.6M
- Non-discretionary AUM
- $198K
- Discretionary accounts
- 566
- Non-discretionary accounts
- 1
- Total accounts
- 567
- AUM per client
- $795K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $1.1M |
| High net worth individuals | 35 | $105.3M |
| Individuals (other than high net worth individuals) | 158 | $49.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D5
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.