RIA Intel›Advisers›Florida›UNION GROVE CAPITAL, LLC

UNION GROVE CAPITAL, LLC

Advisory

Data as of Jul 31, 2026 · Source: SEC Form ADV

Rank in FL

#2,438

of 2,610 advisers by AUM

Average account

$477K

across 5 accounts

AUM per adviser

$2M

1 adviser

Source: SEC Form ADV. Figures as filed Jul 31, 2026.

Total AUM

$2M

Discretionary %

100%

Clients

3

Employees

2

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$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients3

Team

Total Employees2

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

3 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

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

BRICE FINANCIAL ADVISORS INC

MIAMI, FL

$2M

JLM ADVISORS LLC

$2M

NAMM FINANCIAL LLC

PLANTATION, FL

$2M

CHARITABLE FOUNDATION SERVICES LLC

$2M

+5.4% 1Y

DOUGHERTY FINANCIAL PLANNING, LLC

TALLAHASSEE, FL

$2M

ZUCKERMAN MANAGEMENT ASSOCIATES, INC.

MIAMI BEACH, FL

$2M

-51.0% 1Y

Get the full picture on UNION GROVE CAPITAL, LLC

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

Create a free account →See plans