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UNITED VALUE CAPITAL, LLC

CRD 300533 · SEC 801-131628

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$122.0M

Discretionary AUM

$122.0M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-17

Disciplinary history

No

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Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
High net worth individuals8$67.0M

All web addresses on file

Official SEC filing: View on IAPD