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.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$151MItem 5.F on the latest filing (2026-01-28); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$151M

Private client RAUM

$150MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$75.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

263

Individual clients

45

High net worth clients

43

SEC number

801-127765

CRD

326056

Filings on the tape

11

First filed

Mar 28, 2023

Latest filed

Jan 28, 2026

Organised

Limited Liability Company, GA

Website

unifiedim.com

• Occurred

  Mar 28, 2023
  First Form ADV filing

  Unified Investment Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago
• Occurred

  Mar 16, 2023
  Team lift-out

  2 advisors left Mercer Global Advisors Inc. (Atlanta, GA) for Unified Investment Management on the same day

  Form ADVobserved 5 days ago
  2 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6ca9726c-9c6d-257a-ab29-cee32e16b729

First observed

Mar 28, 2023

Last observed

Jan 28, 2026 7 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.