Union Strategic Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Union Strategic Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, high‑net‑worth families, trusts, estates, business entities, qualified retirement plans and donor‑advised funds, and also offers business consulting services to small and medium‑sized businesses and owners. The firm charges percentage‑of‑AUM fees and tailors portfolios to clients’ objectives.
The firm typically uses fundamental analysis and a long‑term investment orientation, implementing portfolios composed of mutual funds, ETFs, equities, fixed income, municipal securities, options, annuities and, where appropriate, private/alternative investments; it may also recommend and monitor unaffiliated external managers for portions of client assets. Union Strategic Sponsors and administers the USA Wrap Fee Program, under which custody and transaction services through its chosen custodian are consolidated into a single wrap arrangement.
Distinctive features noted in the brochure include acting as the sponsor of its own wrap‑fee program — a structure relatively uncommon among peers — and offering standalone business consulting engagements (including fixed‑fee or hourly arrangements) in addition to wealth management. The firm operates with a small adviser team overseeing several hundred client relationships and over $371 million in discretionary assets, and relies on a custodial platform that provides technology, research and operational support.
Client services
Expertise
Occupation focus
Fee options
Fixed fees up to $250,000 for business consulting services depending on complexity.
up to 1.00% annually
Insurance commissions earned by licensed advisory persons for selling insurance products, separate from advisory fees.
Up to $800 per hour for business consulting services, depending on complexity.
Main office
9825 Kenwood Rd., Suite 103
Blue Ash OH 45242
Advisors at this office
3
Most active in
Ohio
Also doing business as
Union Strategic Advisors · Union Strategic Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Zachary H
Series 66
Blue Ash, OH
Union Strategic Advisors
Zachary Holtmeier is a financial advisor at Union Strategic Advisors with eight years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates and MAI Capital Management. Union Strategic Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, families, trusts, estates, business entities, retirement plans, and donor-advised funds, along with business consulting services for small and medium-sized businesses. The firm uses fundamental analysis and a long-term investment approach, managing portfolios that include mutual funds, ETFs, equities, fixed income, and alternative investments, and sponsors its own wrap-fee program.
Alex H
Series 66
Blue Ash, OH
Union Strategic Advisors
Alex Holtmeier is a financial advisor at Union Strategic Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked for Raymond James and Associates for 16 years. Outside of his advisory role, he is a partner at Queen City Capital Advisors, LLC. Union Strategic Advisors provides investment management and financial planning services to individuals, families, trusts, business entities, and qualified retirement plans. The firm emphasizes fundamental analysis and a long-term investment approach, managing portfolios with a range of asset classes and also offers standalone business consulting services.
Timothy R
Series 63, Series 65
Blue Ash, OH
Union Strategic Advisors
Timothy Recker is a financial advisor with Union Strategic Advisors in Blue Ash, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He worked at Raymond James & Associates for 21 years before joining Union Strategic Advisors in 2026. Outside of advising, he is a partner in Queen City Capital, LLC. Union Strategic Advisors offers discretionary and non-discretionary investment management and financial planning services to individuals, families, trusts, and business entities, along with business consulting for small and medium-sized businesses. The firm emphasizes fundamental analysis and long-term investment strategies across a diversified range of assets and sponsors its own wrap-fee program.
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