RIA Intel›Advisers›Arizona›UNION CAPITAL COMPANY

UNION CAPITAL COMPANY

Advisory

N·TUCSON, AZ

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$150M
1-Year AUM Growth
0.0%
3-Year CAGR
+11.9%
Employees
11
Assets Under Management
Total AUM$150M
Discretionary AUM$3M
Non-Discretionary AUM$147M
Discretionary %2%
Total Clients517
Team
Total Employees11
Investment Advisers13
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record10
First FilingApr 27, 2021
Latest FilingMar 30, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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