Firm profile

UNIO CAPITAL LLC

PRINCETON, NJCRD 166483Latest ADV March 30, 2026

Unio Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Princeton, NJ. Its latest Form ADV filing, dated March 30, 2026, reports $691M in regulatory assets under management, 8 employees, and 115 accounts.

Assets Under Management
$691M
Employees
8
Offices
--
Total Clients
115
Primary office
PRINCETON, NJ
212 CARNEGIE CENTER, SUITE 300, PRINCETON, NJ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOJohn A. Allison
CCORaleigh G. A. Allison
CIOJohn A. Allison

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 59.1% of total clients.
Top client categories% of clientsClients
1
HNWI
59.1%
68
2
Individuals
17.4%
20
3
SUBADVISED ACCOUNTS
14.8%
17
4
Charitable
3.5%
4
5
Pension Plans
2.6%
3
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$691Mas of March 30, 2026
Discretionary100.0%
$691M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$691M
Total Accounts115
10Y AUM Change+$638M (+1185.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee14:1
10Y Employee Change+1 (+14.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.