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UNITED ADVISOR GROUP
Legal name: UNITED ADVISOR GROUP, LLC
CRD 324205File 801-127090
APPROVED
Retail clients
Disclosure events
Filing as of Apr 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.43B
Above cohort median (national)
Discretionary AUM
$1.31B
Non-discretionary $115.0M
Clients
6,600
6,600 accounts
Employees
69
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 5, 2023
- Principal office
- 8170 CORPORATE PARK DR., SUITE 300, CINCINNATI, OH, 45242
- Phone
- 888-242-4912
- Website
- https://ko-advisors.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.43B
- Discretionary AUM
- $1.31B
- Non-discretionary AUM
- $115.0M
- Discretionary accounts
- 6,399
- Non-discretionary accounts
- 201
- Total accounts
- 6,600
- AUM per client
- $216K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 158 | $31.4M |
| Charitable organizations | 18 | $10.1M |
| High net worth individuals | 1,382 | $689.8M |
| Pension and profit sharing plans | 29 | $13.6M |
| Individuals (other than high net worth individuals) | 5,013 | $681.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- 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 11- Q11
- Q11D2
- Q11D5
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 61 | 69 | increased by8 |
| Apr 1, 2026 | Clients | 5,875 | 6,600 | increased by725 |
| Apr 1, 2026 | AUM | $1,091,628,945 | $1,426,464,988 | increased by$334,836,043 |
| Apr 1, 2026 | Accounts | 5,875 | 6,600 | increased by725 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “UNITED ADVISOR” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“UNITED ADVISOR” 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.