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UNITED BROKERAGE SERVICES INC
Legal name: UNITED BROKERAGE SERVICES, INC
CRD 39062File 801-80804
APPROVED
Retail clients
Filing as of Apr 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$372.3M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $372.3M
Clients
1,390
1,390 accounts
Employees
95
Below cohort median in WV
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 9, 2015
- Principal office
- 514 MARKET STREET, PARKERSBURG, WV, 26101
- Phone
- 888-424-6158
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $372.3M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $372.3M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1,390
- Total accounts
- 1,390
- AUM per client
- $268K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 22 | $24.4M |
| High net worth individuals | 49 | $61.5M |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 1,319 | $286.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.