A complete list of active advisors currently associated with Union Grove Capital, LLC

Warmer can help you find a great advisor at Union Grove Capital, LLC or one who fits your needs even better.

Union Grove Capital, LLC is registered as an investment manager that, according to its brochure, offers discretionary asset management and financial planning services. The brochure describes ongoing asset management using model portfolios from a third‑party model marketplace and a range of consulting and ongoing planning engagements for individuals and high‑net‑worth clients. The firm manages accounts on a discretionary basis and explicitly uses model portfolios available through a third‑party platform (Altruist LLC’s Model Marketplace); it also may appoint and rely on third‑party money managers and grant them discretionary authority, including further delegation. Its stated methods of analysis include fundamental and technical analysis, modern portfolio theory, Monte Carlo and cyclical analysis, and strategies may include long‑ and short‑term positions and options trading. Distinctive aspects disclosed in the brochure include an affiliated insurance business (Union Grove Legacy, LLC) under common ownership through which personnel offer insurance products for separate, commission‑based compensation, and the firm’s practice of selecting other advisers to manage client assets — both features that are uncommon among peers. The firm also maintains an institutional relationship with its custodian/platform (Altruist) that provides technology and other support contingent on asset thresholds, a relationship the brochure identifies as creating economic incentives to use that platform.

To learn more about the advisors currently working at Union Grove Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.