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- Custodian
- Charles Schwab & Company · Folio Investments · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-05-2023
- Office Locations
- 34
Office Locations
About United Advisor Group
United Advisor Group is an independent RIA platform based in Cincinnati that helps advisors deliver a client-first planning experience, tracking progress toward family goals. The firm supports wealth management and financial planning with portfolio construction, tax/estate and insurance planning, and leans heavily on ETFs in managed accounts. Differentiators include a “virtual family office” service model for clients who typically wouldn’t qualify and advisor training/coaching plus lead-generation and CRM/KPI tooling.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Raymond Steven Gettins
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #2176190
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Jarom Talley Abel
--
- CRD
- #7611383
KATHY LYNN BANYAS
--
- CRD
- #4028937
Showing 2 of 53 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,311,440,382 | $204,945 |
| Non-Discretionary | $115,024,606 | $572,262 |
| Total | $1,426,464,988 | $216,131 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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