United Brokerage Services Inc

Registered investment adviser · Parkersburg, WV · CRD #39062

Form ADV data as of 2026-09-01

Regulatory assets

$372.3 million

Total accounts

1,390

Employees

Disclosure events

Firm details

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$0
Non-discretionary regulatory assets under management	$372.3 million
Total regulatory assets under management	$372.3 million
Discretionary accounts	0
Non-discretionary accounts	1,390
Total accounts	1,390
Regulatory assets under management attributable to non-U.S. persons	$0

Total employees (excluding clerical)	95
Employees performing investment advisory functions (including research)	55
Employees who are registered representatives of a broker-dealer	70
Employees registered as investment adviser representatives with a state	55
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	72
Firms or persons who solicit advisory clients on the firm's behalf	0

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

A percentage of assets under management

Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients

Broker-dealer (registered or unregistered)Insurance broker or agent

Broker-dealer, municipal securities dealer, or government securities broker or dealerBanking or thrift institutionInsurance company or agency

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	1,319	$286.3 million
High net worth individuals	49	$61.5 million
Corporations or other businesses not listed above	22	$24.4 million