RIA Intel›Advisers›Florida›UCAP ASSET MANAGEMENT LLC

UCAP ASSET MANAGEMENT LLC

Advisory

N·MIAMI, FL

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$208M
1-Year AUM Growth
-12.9%
3-Year CAGR
+2.2%
Employees
7
Assets Under Management
Total AUM$208M
Discretionary AUM$179M
Non-Discretionary AUM$30M
Discretionary %85.8%
Total Clients178
Team
Total Employees7
Investment Advisers14
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record47
First FilingApr 11, 2014
Latest FilingMar 27, 2026
🔒 Full AUM trend chart and 47 historical filings spanning 12+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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