Union Strategic Advisors

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Client assets under management

Clients

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

About

Union Strategic Advisors provides discretionary and non‑discretionary investment management to individuals, high‑net‑worth clients, families, trusts, estates, business entities, qualified retirement plans, and donor‑advised funds. The firm also incorporates financial planning into wrap‑program relationships and offers business consulting services to small and medium‑size businesses and owners.

USA constructs customized portfolios using fundamental analysis and generally pursues a long‑term strategy while permitting shorter‑term trading when client objectives or security fundamentals warrant. The firm operates the USA Wrap Fee Program, which bundles advisory services, custody and execution through Raymond James (RJA), and it may recommend and monitor unaffiliated External Managers to manage portions of client assets under separate agreements.

Two features that distinguish the firm from many peers are that it serves as a wrap fee program sponsor and that it actively selects External Managers—both elements the brochure highlights as relatively uncommon for investment managers. The brochure also notes the firm is newly registered with no assets under management at filing and that certain advisory personnel are licensed insurance professionals, which the firm discloses as potential conflicts when insurance or third‑party services are recommended.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business ownership considerations

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fees for business consulting services up to $250,000.

Percentage

up to 1.00% annually

Commissions

Commission-based compensation earned by advisory persons licensed as insurance professionals for selling insurance products, separate from advisory fees.

Project-based

Up to $800 per hour for business consulting services depending on complexity.

Main office location

Union Strategic Advisors

9825 Kenwood Rd., Suite 103

Blue Ash OH 45242, United States

Number of offices

Most active in

Ohio

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 513-699-5200

Advisors at this firm

Zachary H

Series 66

Blue Ash, OH

Union Strategic Advisors

Zachary Holtmeier is a financial advisor with Raymond James & Associates in Blue Ash, OH, holding a Series 66 designation and seven years of industry experience. He has worked at Raymond James & Associates since 2015, with a two-year tenure at MAI Capital Management in between. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients, including those in public finance and municipal sectors.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business ownership considerations Founder/Business Owner

Alex H

Series 66

Blue Ash, OH

Union Strategic Advisors

Alex Holtmeier is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2010. Outside of his advisory role, he is a partner and financial advisor at Queen City Capital Advisors, LLC. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services.

Timothy R

Series 63, Series 65

Blue Ash, OH

Union Strategic Advisors

Timothy Recker is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Raymond James & Associates since 2005. Outside of his advisory role, he is a partner in Queen City Capital, LLC, a non-investment related business. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and institutional consulting, with notable capabilities in public finance and municipal work.

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