SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Unimar
Miami, FL
Unimar Financial Services, LLC, CRD 159674
Firm filing updated August 3, 2026 ·
- $230.8MAssets
- 43Clients
- 3Advisory staff
- 43Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals36
- Pooled vehicles7
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 36 | $46.3 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $184.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$230.8 million
- Accounts43
- Discretionary$227.1 million · 39 accounts
- Non-discretionary$3.7 million · 4 accounts
People
- Employees3
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Unimar Financial Services, LLC SEC-registered investment advisor. CRD 159674, SEC file 801-108974.
- Registered with the SEC as an investment advisor (status date on record: January 23, 2017).
Is Unimar a fiduciary?
Short answer: Unimar is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.