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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

UNEST ADVISERS, LLC

CRD 308125

LARAMIE, WY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:03c4d175-af0e-89a1-d5f8-6b73a755d9da

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 10
On other graphs: 0
Observed: Mar 28, 2020 to Apr 1, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=1.0
Regulatory AUM: $45.6MItem 5.F on the latest filing (2026-04-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $45.6M
Private client RAUM: $45.6MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $45.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 20,394
Individual clients: 20,394
High net worth clients: 0
SEC number: 801-118574
CRD: 308125
Filings on the tape: 28
First filed: Mar 28, 2020
Latest filed: Apr 1, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
AARON LAWRENCE KIRCHOFF	Chartered Financial Analyst	ATLANTA, GA \| Marietta, GA	1	16	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Massey, Michael, Bryant	CHIEF COMPLIANCE OFFICER	Na	yes	03/2024	Mar 28, 2024	Oct 22, 2024
UNEST HOLDINGS, INC	PARENT COMPANY	E	yes	06/2020	Jan 27, 2021	Oct 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
UNEST SECURITIES, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 1, 2026	$45.6M	$45.6M	1	1	n/a	n/a
2024	Apr 30, 2025	$35.7M	$35.7M	2	2	n/a	n/a
2023	Mar 28, 2024	$26.4M	$26.4M	4	1	n/a	n/a
2022	Mar 23, 2023	$17.7M	$17.7M	7	3	n/a	n/a
2021	Mar 30, 2022	$10.7M	$10.7M	38	3	n/a	n/a
2020	Jan 27, 2021	$2.8M	$2.8M	14	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$45.6M	$35.7M	27.6%	$17.7M	37.2%	1	2	0	0

Relationships

Registered with (5)

← AARON LAWRENCE KIRCHOFFAdvisorregistration: current employment
Jan 6, 2026 to presentfactForm ADV
← Blair Catriona BuchananAdvisorregistration: previous registration
Dec 12, 2022 to Oct 4, 2024factForm ADV
← BRANDON MCALISTERAdvisorregistration: previous registration
Jan 30, 2023 to Feb 21, 2024factForm ADV
← KSENIA Y YUDINAAdvisorregistration: previous registration
Mar 9, 2021 to Nov 9, 2023factForm ADV
← Maria Veronica HumphreyAdvisorregistration: previous registration
Nov 25, 2020 to Aug 30, 2022factForm ADV

Controls (2)

← Massey, Michael, BryantOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 28, 2024 to Oct 22, 2024factForm ADV
← UNEST HOLDINGS, INCOwnerPARENT COMPANY, ownership code E, domestic entity
Jan 27, 2021 to Oct 22, 2024factForm ADV

Dated events

Occurred
Oct 4, 2024
Advisor changed firm
Blair Catriona Buchanan left Unest Advisers, Llc for Wealthfront Advisers Llc (registered 2024-10-07)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2024
Control person joined
Bryant Michael Massey (Chief Compliance Officer) appeared on Schedule A of Unest Advisers, Llc
Form ADVobserved 4 days ago
Occurred
Feb 21, 2024
Advisor changed firm
Brandon Mcalister left Unest Advisers, Llc for Cetera Investment Advisers Llc (registered 2024-03-07)
Form ADVobserved 4 days ago
Occurred
Dec 11, 2023
Control person left
Michael Doniger (Managing Director) no longer on Schedule A of Unest Advisers, Llc (listed 2023-11-13, absent 2023-12-11)
Form ADVobserved 4 days ago
Occurred
Nov 13, 2023
Control person left
Ksenia Yudina (Chief Executive Officer) no longer on Schedule A of Unest Advisers, Llc (listed 2023-03-23, absent 2023-11-13)
Form ADVobserved 4 days ago
Occurred
Nov 9, 2023
Advisor changed firm
Ksenia Y Yudina left Unest Advisers, Llc for Mostt Inc. (registered 2024-07-25)
Form ADVobserved 4 days ago
Occurred
Aug 30, 2022
Control person joined
Michael Doniger (Managing Director) appeared on Schedule A of Unest Advisers, Llc
Form ADVobserved 4 days ago
Occurred
Aug 30, 2022
Advisor changed firm
Maria Veronica Humphrey left Unest Advisers, Llc for Wealthfront Advisers Llc (registered 2024-09-11)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2020
Succession filed (Item 4)
Unest reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2020
First Form ADV filing
Unest filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:03c4d175-af0e-89a1-d5f8-6b73a755d9da
First observed: Mar 28, 2020
Last observed: Apr 1, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

UNEST ADVISERS, LLC

CRD 308125

LARAMIE, WY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:03c4d175-af0e-89a1-d5f8-6b73a755d9da

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:04 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

AARON LAWRENCE KIRCHOFF

Chartered Financial Analyst

ATLANTA, GA | Marietta, GA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Massey, Michael, Bryant

CHIEF COMPLIANCE OFFICER

yes

03/2024

Mar 28, 2024

Oct 22, 2024

UNEST HOLDINGS, INC

PARENT COMPANY

yes

06/2020

Jan 27, 2021

Oct 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

UNEST SECURITIES, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

$45.6M

n/a

2024

Apr 30, 2025

$35.7M

n/a

2023

Mar 28, 2024

$26.4M

n/a

2022

Mar 23, 2023

$17.7M

n/a

2021

Mar 30, 2022

$10.7M

n/a

2020

Jan 27, 2021

$2.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$45.6M

$35.7M

27.6%

$17.7M

37.2%