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UNIO CAPITAL LLC

PRINCETON, NJ · CRD 166483 · IAPD ↗ · 212-920-2000

$691.5MRegulatory AUM
6Advisory reps
8Employees
0Clients
0Planning clients
2Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — UNIO CAPITAL LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — UNIO CAPITAL LLC crossed $500M in regulatory AUM ($315.4M -> $691.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
66
April 2025 — UNIO CAPITAL LLC reported RAUM up 44% ($219.8M -> $315.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.