$122.0M Total AUM
$122.0M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-2017
- Office Locations
- 1
Office Locations
-- Provo UT
About United Value Capital, LLC
United Value Capital, LLC is a Provo, UT registered investment adviser serving retail and institutional clients, including qualified purchasers. The firm focuses on asset allocation and portfolio construction with an emphasis on fixed income and ETF implementation, and may incorporate real estate and insurance solutions. Custodies with Interactive Brokers and is founder-led by CEO/CCO Robert Connelly.
Team overview
-- AVG AGE
$122.0M AVG AUM / ADVISOR
$15.3M AVG AUM / CLIENT
8.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Services
Available
Owner & Executives
R
ROBERT CONNELLY
Chief Compliance Officer, Chief Executive Officer, Financial Advisor
- CRD
- #6058729
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,000,000 | $6,777,778 |
| Non-Discretionary | $0 | -- |
| Total | $122,000,000 | $6,777,778 |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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