RIA Intel›Advisers›Louisiana›UNION CAPITAL MANAGEMENT CORP

UNION CAPITAL MANAGEMENT CORP

Advisory

LA

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

Average account
$8M
across 4 accounts
AUM per adviser
$31M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$31M
Discretionary %
100%
Clients
4
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$31M
Discretionary AUM$31M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients4
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InLA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in LA

Closest by assets under management. All figures from Form ADV.

GEM STREET CAPITAL MANAGEMENT, LLC
$31M
FRANCIS CAPITAL MANAGEMENT, INC.
$33M
STABILITY FINANCIAL, LLC
MARRERO, LA
$30M
PLANNING FOR WEALTH, LLC
MONROE, LA
$30M
+0.0% 1Y
MCFADDEN, DAVID LESTER
BATON ROUGE, LA
$33M
0.0% 1Y
CAPITAL FINANCIAL PLANNERS, LLC
YOUNGSVILLE, LA
$29M

Get the full picture on UNION CAPITAL MANAGEMENT CORP

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track UNION CAPITAL MANAGEMENT CORP and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans