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 Aug 17, 2026

Regulatory AUM

$1.43B

Above cohort median (national)

Discretionary AUM

$1.31B

Non-discretionary $115.0M

Clients

6,600

6,600 accounts

Employees

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://www.mvfp.net/

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, 5G

Compensation

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
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.