UVEST ADVISORY GROUP, LLC

UVEST ADVISORY GROUP, LLC is an SEC-registered investment adviser (CRD 292564). Regulatory assets under management: $10.5M.

Registration

• CRD: 292564
• Type: Registered investment adviser
• Phone: (812) 499-5252
• Latest filing: 2026-07-31
• Regulatory AUM: $10.5M
• Discretionary AUM: $10.5M
• Clients: 1
• Accounts: 166

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292564 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search