Unison Advisors provides portfolio management for individuals and small businesses.
Unison Advisors reports 95 clients. They include 57 high-net-worth individuals and 38 individual clients. Of its assets, 100.0% ($2.02B across 305 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 40% | <1% |
| High-net-worth individuals | 60% | 95% |
| Charitable organizations | Fewer than 5 | <1% |
| Other investment advisers | Fewer than 5 | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 38 | $12.4M | 0.6% | $326K |
| High-net-worth individuals | 57 | $1.92B | 95.0% | $33.7M |
| Charitable organizations | Fewer than 5 | $18.3M | 0.9% | — |
| Other investment advisers | Fewer than 5 | $70.4M | 3.5% | — |
| Total | 95 | $2.02B | 100% | — |
- Clients
- 38
- Regulatory AUM
- $12.4M
- AUM share
- 0.6%
- Avg. per client
- $326K
- Clients
- 57
- Regulatory AUM
- $1.92B
- AUM share
- 95.0%
- Avg. per client
- $33.7M
- Clients
- Fewer than 5
- Regulatory AUM
- $18.3M
- AUM share
- 0.9%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $70.4M
- AUM share
- 3.5%
- Avg. per client
- —
Total
- Clients
- 95
- Regulatory AUM
- $2.02B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Unison Advisors charges 0.55%–0.75% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.
Fee details and sources
Nir Kaissar owns 75% or more of Unison Advisors. The leadership team of Unison Advisors includes Chief Compliance Officer Nir Kaissar. It has 1 employee.
Leadership
- Nir KaissarManaging Member, Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- Nir Kaissar
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Unison Advisors LLC
Nir Kaissar
Control person · since May 2005
Unison Advisors’ regulatory assets grew from $1.63B (March 2021) to $2.02B (March 2026); clients fell from 107 to 95 and employees were 1 in both filings. In 2026, Plum Pointe Wealth Management ($105M in its last filing) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $2.02B | 95 | 1 | 1 |
| March 2025 | $1.81B | 98 | 1 | 1 |
| March 2024 | $1.87B | 101 | 1 | 1 |
| March 2023 | $1.63B | 105 | 1 | 1 |
| March 2022 | $1.45B | 111 | 1 | 1 |
| March 2021 | $1.63B | 107 | 1 | 1 |
Firms that joined
20261 joined
- Plum Pointe Wealth ManagementLast filed AUM $105M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Unison Advisors has 0 offices, with 1 listed address in Rhode Island.
Rhode Island · 1 listed address
- 225 Dyer Street, 2nd Floor, ProvidenceHQ
Contact and registration details
- Legal name
- Unison Advisors LLC
- Headquarters
- 225 Dyer Street, 2nd Floor, Providence, RI 02903
- Website
- unisonadvisors.com
- Phone
- 646-290-7697
- SEC file
- 801-106874
- Structure
- Delaware LLC
- Fiscal year end
- December
Unison Advisors uses Northern Trust Securities ($1.72B, 86%) and Charles Schwab ($277M, 14%) as custodians for its separately managed accounts. Unison Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $277M14%
- Northern Trust SecuritiesNorthern Trust Securities, Inc. · Chicago, IL · $1.72B86%
At year end, Unison Advisors’ separately managed accounts were mostly in stocks (87%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.43B across 173 positions; the largest are Vanguard Mun BD Fds (16.8%), Vanguard Index Fds (12.3%) and American Centy ETF TR (11.6%).
What the accounts hold
- Stocks87%
- Funds5%
- Bonds5%
- Cash3%
Reported 13F holdings
- $1.43B
- Reported 13F value
- 173
- Positions
- 69.5%
- In the 10 largest
- +8.8%
- Value vs. prior quarter
- Vanguard Mun BD Fds · Intermediate Trm16.8%
- Vanguard Index Fds · Value ETF12.3%
- American Centy ETF TR · US Sml CP Valu11.6%
- iShares TR · MSCI USA Qlt Fct9.4%
- American Centy ETF TR · Intl Smcp Vlu6.0%
- iShares TR · MSCI Intl Qualty3.1%
- Schwab Strategic TR · Fundamental Intl2.9%
- Dimensional ETF Trust · Emerging Mkts HI2.7%
- Schwab Strategic TR · Fund EM Equi ETF2.7%
- Wisdomtree TR · Emg Mkts Smcap2.0%
Together, the ten largest are 69.5% of reported value.
How many clients does Unison Advisors have?
Unison Advisors has 95 clients and manages $2.02 billion for them, as of March 2026. They include 57 high-net-worth individuals and 38 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Unison Advisors offer?
Unison Advisors provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Unison Advisors charge?
Unison Advisors charges 0.55%–0.75% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.
Source: ADV PART 2, filed 30 March 2026
Which custodians does Unison Advisors use?
Unison Advisors’ separately managed account assets are held at Northern Trust Securities, Inc. (Chicago, IL), with $1.72B and Charles Schwab & Co., Inc. (San Francisco, CA), with $277M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Unison Advisors have?
Unison Advisors has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Unison Advisors invest in?
At the end of its last fiscal year, Unison Advisors’ separately managed accounts held 87% exchange-traded equities, 5% state and local bonds, 5% pooled vehicles (private funds and similar) and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Unison Advisors?
Unison Advisors’ direct owner is Nir Kaissar (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Unison Advisors get paid?
Unison Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Unison Advisors registered with the SEC?
Yes, Unison Advisors has been registered with the SEC as an investment adviser since 4 November 2015. Its CRD number is 155470 and its SEC file number is 801-106874.
Source: Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record
How do I contact Unison Advisors?
Unison Advisors’ main office is at 225 Dyer Street, 2nd Floor, Providence, RI 02903. Its phone number is 646-290-7697. Its website is unisonadvisors.com.