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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-24-2023
- Office Locations
- 1
Office Locations
About Unify Financial Advisors
Unify Financial Advisors is a Clearwater, FL fee-only, fiduciary, SEC-registered RIA providing wealth management and financial planning with a needs-based fee structure. The firm serves individuals including retirees and entrepreneurs and builds diversified portfolios that may use mutual funds and ETFs alongside fixed income and real estate exposure. Custody includes Charles Schwab, with tools such as Black Diamond and RightCapital supporting delivery.
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Client Personas
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Investment Vehicles
Platform
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Owner & Executives
DAVID LLOYD BENNETT
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #4761782
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Keegan Michael Erva
--
- CRD
- #7771413
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $155,592,494 | $274,898 |
| Non-Discretionary | $197,510 | $197,510 |
| Total | $155,790,004 | $274,762 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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