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Zachary Harper Holtmeier

Union Strategic Advisors

Blue Ash, OH

CRD 5856117

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Employer firm

Union Strategic Advisors CRD 340640

$372M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Union Strategic Advisors

9825 Kenwood Rd. Suite 103, Blue Ash, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-04-07
  • OH RA
    APPROVED
    Since 2026-04-07

Branch Locations

9825 Kenwood Rd. Suite 103, Blue Ash, OH 45242 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James And Associates Cincinnati OH 12/2015 03/2019
Raymond James & Associates Inc Blue Ash OH 03/2021 04/2026
Mai Capital Management Cincinnati OH 03/2019 03/2021
Union Strategic Advisors, Llc. Blue Ash OH 04/2026 Present
  • 12/2015 → 03/2019
    Raymond James And Associates
    Cincinnati, OH
  • 03/2021 → 04/2026
    Raymond James & Associates Inc
    Blue Ash, OH
  • 03/2019 → 03/2021
    Mai Capital Management
    Cincinnati, OH
  • 04/2026 → Present
    Union Strategic Advisors, Llc.
    Blue Ash, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-07
  • S66 Uniform Combined State Law Examination
    2016-10-07

View on SEC IAPD

Nearby Firms

ON INVESTMENT MANAGEMENT CO
STRATOS WEALTH ADVISORS LLC
THE MATHER GROUP, LLC

Nearby Investors

ERIC MATTHEW APONTE
Eric Joseph Fessler
ANDREW JAMES MIKOVCH

Nearby Offices

ON INVESTMENT MANAGEMENT CO · Blue Ash, OH
STRATOS WEALTH ADVISORS LLC · Cincinnati, OH
STRATOS WEALTH ADVISORS LLC · Cincinnati, OH

More in Blue Ash, OH

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