# ULMER FINANCIAL

ULMER FINANCIAL is an SEC-registered investment adviser.

## Registration

- CRD: 319222
- Type: SEC-registered investment adviser
- Phone: 434-987-6844
- Latest filing: 2026-03-27
- Regulatory AUM: $3.1M
- Discretionary AUM: $3.1M
- Clients: 1
- Accounts: 81

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/319222/brochure
- Similar advisers: https://search.stillhousedata.com/firm/319222/similar
- Related entities: https://search.stillhousedata.com/firm/319222/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/319222

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.