SourcingSourcing

UNITED VALUE CAPITAL, LLC

B58
CRD 300533·SEC 801-131628·PROVO, UT
AUM
$122.0M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$366K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
UNITED VALUE CAPITAL, LLC
CRD
300533
SEC file #
801-131628
EIN
—
DBA names
United Value CapitalUnited Value Capital, Llc

Economics

AUM
$122.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$132.8M → $122.0M▼ -8%
Client mix
Individuals High Net Worth8

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
PROVO UT
Branches
Count1

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
unitedvaluecapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CONNELLY, ROBERT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
CONNELLY, ROBERT
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
UNITEDVALUECAPITAL.COM
Rdap Domain Creation Date
2022-05-20T20:28:21Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Interactive Brokers2
Firm Has Custody
No
Rdap Domain Expiration Date
2027-05-20T20:28:21Z
Rdap Domain Last Changed
2026-05-06T01:19:31Z
Rdap Nameservers
Ns-cloud-a1.googledomains.comNs-cloud-a2.googledomains.comNs-cloud-a3.googledomains.comNs-cloud-a4.googledomains.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Top Owner CRD
6058729
Trust Company Affiliate
No

People (1)

1
ROBERT CONNELLY
Direct Owner · 87.5%
6058729