Union Capital Management Corp
RIAState Registered
Total AUM
$31.2M
Discretionary
$31.2M
100% of AUM
Avg account
$7.8M
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 109670
- Fee structure
- Percentage of AUM, Other
- Client types
- State / Municipal Government93.99%
- HNWI6.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Union Capital Management Corp is a small, state-registered investment adviser based in Louisiana that provides discretionary portfolio management for both individual/family clients and business or institutional accounts. The firm operates as a corporation with an individual owner and is classified as an institutional RIA. Its stated fee model includes a percentage-of-assets-under-management component along with other fee arrangements. Investment activity emphasizes fixed-income management rather than ESG strategies.
Assets & Accounts
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
- US Government Bonds94%
- State & Local Bonds5%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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