SourcingSourcing

UNION STRATEGIC ADVISORS LLC

C40
CRD 340640·SEC 801-135455·BLUE ASH, OH
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
UNION STRATEGIC ADVISORS LLC
CRD
340640
SEC file #
801-135455
EIN
—
DBA names
Union Strategic Advisors

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
—
Primary office
BLUE ASH OH
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/03/2026
ADV-W filed at
—
Website
unionstrategic.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RECKER, TIMOTHY, MATHEW
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
RECKER, TIMOTHY, MATHEW
HOLTMEIER, ALEX, THOMAS
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
UNIONSTRATEGIC.COM
Rdap Domain Creation Date
2026-01-21T17:38:53Z
Rdap Firm Age Years
0
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4474
Soi Zip Pct 200k Plus
0.2245
Soi Zip Returns 200k Plus
2,690
Soi Zip Total AGI
2,387,822
Fdic Zip Total Deposits
33,941,209,000
Fdic Zip Branch Count
612
Fdic Zip Top Banks
Fifth Third Bank
U.S. Bank National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Society National BankCincinnati, OH
Society National BankCincinnati, OH
Fdic Zip HHI
893.59
Fdic Zip Top Bank Share Pct
17.94
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-01-21T17:38:53Z
Rdap Domain Last Changed
2026-01-21T17:38:54Z
Rdap Nameservers
Ns43.domaincontrol.comNs44.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI25,655
Returns2,340
Stub 2
AGI60,281
Returns1,620
Stub 3
AGI92,595
Returns1,490
Soi Zip Total Business Income
66,160
Soi Zip Total Cap Gains
324,096
Soi Zip Total Dividends
131,251
Soi Zip Total Returns
11,980
Top Owner CRD
2340968
Trust Company Affiliate
No

People (4)

4
RECKER, TIMOTHY, MATHEW
IAR · Direct Owner · 62.5%
2340968
HOLTMEIER, ALEX, THOMAS
IAR · Direct Owner · 37.5%
5854334
KIM, KEVIN, MIN
Executive Officer · 2.5%
8004229
ZACHARY HARPER HOLTMEIER
IAR
5856117