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UNIVERSAL FINANCIAL ADVISORS, LLC
CRD 318392 · SEC 801-124991
333 S. KIRKWOOD ROAD, SUITE 301, ST. LOUIS, MO, 63122, United States
Phone
314-721-5522
Fax
314-721-1393
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$277.5M
Discretionary AUM
$277.5M
Team
8 total employees; 8 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 257 | $78.4M |
| High net worth individuals | 69 | $198.0M |
| Charitable organizations | 2 | $821K |
| Corporations/business entities | 3 | $254K |
States served
IL, VA, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD