Firm profile

ATLANTIC UNION MUNICIPAL ADVISORS, INC

GLEN ALLEN, VACRD 329425Latest ADV March 27, 2026

Atlantic Union Municipal Advisors, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Glen Allen, VA. Its latest Form ADV filing, dated March 27, 2026, reports $134M in regulatory assets under management, 4 employees, and 1 account.

Assets Under Management
$134M
Employees
4
Offices
--
Total Clients
<5
Primary office
GLEN ALLEN, VA
4300 COX ROAD, GLEN ALLEN, VA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone804-802-4955X6055
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCOSothara Chin

Advisory services offered

1 types reported
Portfolio management for businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$134Mas of March 27, 2026
Discretionary100.0%
$134M
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$134M
Total Accounts1
10Y AUM Change+$134M

Employee Growth by Quarter

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

Total Employees4
Clients per Employee
10Y Employee Change0 (0.0%)

* 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.