← Tributary

ATLANTIC UNION MUNICIPAL ADVISORS, INC

GLEN ALLEN, VA · CRD 329425 · IAPD ↗ · vamint.com · 804-802-4955X6055

$134.3MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

32
June 2026 — ATLANTIC UNION MUNICIPAL ADVISORS, INC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
April 2026 — ATLANTIC UNION MUNICIPAL ADVISORS, INC reported RAUM down 28% ($185.4M -> $134.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
60
June 2024 — ATLANTIC UNION MUNICIPAL ADVISORS, INC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
February 2024 — ATLANTIC UNION MUNICIPAL ADVISORS, INC (GLEN ALLEN, VA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 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.