SourcingSourcing

UNIFIED INVESTMENT MANAGEMENT, LLC

C49
CRD 326056·SEC 801-127765·ATLANTA, GA
AUM
$150.6M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$452K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
UNIFIED INVESTMENT MANAGEMENT, LLC
CRD
326056
SEC file #
801-127765
EIN
—
DBA names
Unified Investment Management

Economics

AUM
$150.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$136.2M → $150.6M▲ +11%
Client mix
Individuals Other45
Individuals High Net Worth43
Corporations1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUM

Filings

Latest ADV filing
01/28/2026
ADV-W filed at
—
Website
unifiedim.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MALEC, RYAN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MALEC, RYAN
WEITZ, DAVID, T
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
UNIFIEDIM.COM
Rdap Domain Creation Date
2023-02-08T16:26:18Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
Amazon Registrar, Inc.

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 (14)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-08T16:26:18Z
Rdap Domain Last Changed
2026-05-15T04:36:04Z
Rdap Nameservers
Ns-1104.awsdns-10.orgNs-1989.awsdns-56.co.ukNs-8.awsdns-01.comNs-922.awsdns-51.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
5705234
Trust Company Affiliate
No

People (2)

2
MALEC, RYAN
IAR · Direct Owner · 62.5%
5705234
WEITZ, DAVID, T
IAR · Direct Owner · 62.5%
4429494