RIA Intel›Advisers›Wisconsin›UNIPLAN INVESTMENT COUNSEL, INC.

UNIPLAN INVESTMENT COUNSEL, INC.

Advisory

N·MILWAUKEE, WI

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM

$1.0B

1-Year AUM Growth

-4.4%

3-Year CAGR

-3.8%

Employees

10

Assets Under Management

Total AUM$1.0B

Discretionary AUM$381M

Non-Discretionary AUM$655M

Discretionary %36.7%

Total Clients2,483

Team

Total Employees10

Investment Advisers11

Employee Growth (1Y)—

Filing History

Total Filings on Record31

First FilingAug 24, 2010

Latest FilingMar 25, 2026

🔒 Full AUM trend chart and 31 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on UNIPLAN INVESTMENT COUNSEL, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.