Union Strategic Advisors
Firm details
- Headquarters
- Blue Ash, Ohio
- CRD number
- 340640
- Registered since
- March 2, 2026
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.15%
- Individuals23.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Union Strategic Advisors is an independent, LLC-structured registered investment adviser that markets itself to individuals and families. The firm is SEC-registered (2026) and is owned by an individual. Its advisory offering centers on financial planning and discretionary portfolio management for individuals, small businesses and institutions, plus the selection and oversight of third-party advisers. Compensation is a mix of percentage-of-AUM fees and fixed fees. Union Strategic Advisors identifies as a capital allocator but does not position itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds48%
- Exchange Traded Equities33%
- Cash & Cash Equivalents6%
- Private Funds5%
- Other5%
Owners & executives
1 of 1Kevin Kim
Chief Compliance OfficerCRD 8004229
Contacts
3 of 3Zachary Holtmeier
Financial AdvisorCRD 5856117
Timothy Recker
Managing PrincipalCRD 2340968
Alex Holtmeier
PrincipalCRD 5854334
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Blue Ash, OH
Hamilton
Location
Blue Ash, OH
Headquartered in Blue Ash, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 9825 Kenwood Rd
- Time zone
- ET (UTC-5)
- Office locations
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