← Directory
ATLANTIC UNION MUNICIPAL ADVISORS, INC
CRD 329425File 801-129419
APPROVED
Filing as of May 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$134.3M
Bottom 25% of cohort (national)
Discretionary AUM
$134.3M
Clients
0
1 accounts
Employees
4
Bottom 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 26, 2024
- Principal office
- 4300 COX ROAD, GLEN ALLEN, VA, 23060
- Phone
- 804-802-4955X6055
- Website
- https://www.vamint.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $134.3M
- Discretionary AUM
- $134.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1
- Non-discretionary accounts
- 0
- Total accounts
- 1
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | Fewer than 5 | $134.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 8 | — | |
| Apr 1, 2026 | AUM | $185,400,813 | $134,277,990 | decreased by$51,122,823 |
| Apr 1, 2026 | Accounts | 8 | 1 | decreased by7 |
| 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 “ATLANTIC UNION” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ATLANTIC UNION” 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.