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UNIFIED INVESTMENT MANAGEMENT
Legal name: UNIFIED INVESTMENT MANAGEMENT, LLC
CRD 326056File 801-127765
APPROVED
Retail clients
Disclosure events
Filing as of Jan 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$150.6M
Bottom 25% of cohort (national)
Discretionary AUM
$150.6M
Clients
89
263 accounts
Employees
2
Bottom 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 27, 2023
- Principal office
- ONE GLENLAKE PARKWAY, SUITE 650, ATLANTA, GA, 30328
- Phone
- (404) 920-4768
- Website
- https://www.unifiedim.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $150.6M
- Discretionary AUM
- $150.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 263
- Non-discretionary accounts
- 0
- Total accounts
- 263
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $518K |
| High net worth individuals | 43 | $138.6M |
| Individuals (other than high net worth individuals) | 45 | $11.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- 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
- Q11E2
- 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.