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UNIFY FINANCIAL ADVISORS

CLEARWATER, FL · CRD 324120 · IAPD ↗ · unifyfa.com · 727-306-0299

$155.8MRegulatory AUM
2Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
2States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — UNIFY FINANCIAL ADVISORS reported RAUM up 26% ($123.7M -> $155.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
September 2024 — UNIFY FINANCIAL ADVISORS (CLEARWATER, FL) is newly SEC-registered with $116.3M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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