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They include 1,319 individual clients, 49 high-net-worth individuals, and 22 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does United Brokerage Services offer?","answer":"United Brokerage Services provides portfolio management for individuals and small businesses and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does United Brokerage Services use?","answer":"United Brokerage Services’ separately managed account assets are held at Wells Fargo Clearing Services, LLC (St. Louis, MO), with $152M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does United Brokerage Services have?","answer":"United Brokerage Services has 55 investment adviser representatives registered with state securities authorities, out of 95 employees, and 55 perform investment advisory functions. 70 employees are registered representatives of a broker-dealer and 72 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does United Brokerage Services invest in?","answer":"At the end of its last fiscal year, United Brokerage Services’ separately managed accounts held 100% exchange-traded equities and 6% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns United Brokerage Services?","answer":"United Brokerage Services is owned through a chain of holding companies by United Bankshares, Inc. Its direct owner is United Asset Management Corp. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 10 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does United Brokerage Services get paid?","answer":"United Brokerage Services 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is United Brokerage Services registered with the SEC?","answer":"Yes, United Brokerage Services has been registered with the SEC as an investment adviser since 9 January 2015. Its CRD number is 39062 and its SEC file number is 801-80804.","source":"Form ADV Part 1A, Item 1, filed 10 April 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact United Brokerage Services?","answer":"United Brokerage Services’ main office is at 514 Market Street, Parkersburg, WV 26101. Its phone number is 888-424-6158. Its website is united-brokerage.com.","source":"Form ADV Part 1A, Item 1.F, filed 10 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}