# UNIFY FINANCIAL LLC

UNIFY FINANCIAL LLC of CLEARWATER, FL is an SEC-registered investment adviser.

## Registration

- CRD: 324120
- Type: SEC-registered investment adviser
- SEC file number: 801-130951
- Location: 1465 SOUTH FORT HARRISON AVENUE, SUITE 201, CLEARWATER, FL, 33756
- Phone: 727-306-0299
- Latest filing: 2026-04-16
- Regulatory AUM: $155.8M
- Discretionary AUM: $155.6M
- Non-discretionary AUM: $198K
- Clients: 3
- Accounts: 567

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| David Lloyd Bennett | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| BENNETT DAVID LLOYD | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/324120/brochure
- Similar advisers: https://search.stillhousedata.com/firm/324120/similar
- Related entities: https://search.stillhousedata.com/firm/324120/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/324120

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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.