U
$371.6M Total AUM
$371.6M Disc. AUM
-- 3Y CAGR
4 Employees
474 ADV. Clients
0 yrs Firm Age
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- Custodian
- Raymond James
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2026
- Office Locations
- 1
Office Locations
9825 Kenwood Rd. Suite 103 Blue ASH OH
About Union Strategic Advisors
Union Strategic Advisors is a Blue ASH-based RIA. The firm has been operating for 0 years. Managing $371.6M in total assets under management, with 3 advisory representatives. They custody assets with Raymond James.
Team overview
35 AVG AGE
$123.9M AVG AUM / ADVISOR
$784.0K AVG AUM / CLIENT
0.4 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
TIMOTHY MATHEW RECKER
MANAGING PRINCIPAL
- CRD
- #2340968
- Ownership
- 50% but less than 75%
Available
Available
Available
ALEX THOMAS HOLTMEIER
PRINCIPAL
- CRD
- #5854334
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
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ZACHARY HARPER HOLTMEIER
--
- CRD
- #5856117
Available
Available
Available
Showing 1 of 4 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $371,608,066 | $257,525 |
| Non-Discretionary | $0 | -- |
| Total | $371,608,066 | $257,525 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available Private Funds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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