Unified Investment Management
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 326056
- Registered since
- April 27, 2023
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.04%
- Individuals7.62%
- Corporations / Businesses0.34%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Unified Investment Management is an independent, LLC-structured registered investment adviser that began SEC registration in 2023. The firm charges clients a percentage-of-AUM fee and focuses on financial planning and portfolio management for individuals, families and small businesses, while also serving some institutional clients. It identifies as an equity-oriented manager rather than an ESG investor and is not organized as a multi-state adviser or pension consultant. The firm operates with an individual-owner governance structure and appears to run a compact, discretionary advisory practice that blends separately managed public-market equity exposures with selective allocations to private-market opportunities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds28%
- Cash & Cash Equivalents14%
- State & Local Bonds6%
- US Government Bonds1%
Owners & executives
1 of 1
David Weitz
Chief Investment Officer & PartnerCRD 4429494
Contacts
1 of 1
Ryan Malec
PartnerCRD 5705234
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$39.3M in ETFs
75%
$29.6M
24%
$9.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON SHORT DURATION INCOME ETF (VNLA) | Janus Henderson | Active | Ultrashort Bond | $2.4M | 49,711 | 6.14% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 1 Glenlake Pkwy
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
The Renn Wealth Management Group, Inc.
RIAAtlanta, GA
West Elk Capital, LLC
RIAAtlanta, GA
Maven Capital Partners, LLC
RIAAtlanta, GA
Peachcap Tax & Advisory, LLC
RIAAtlanta, GA
Lynx Capital, LLC
RIAAtlanta, GA
Covey Capital Advisors, LLC
RIAAtlanta, GA