9AT: ATLANTIC UNION MUNICIPAL ADVISORS, INC

Advisers
ATLANTIC UNION MUNICIPAL ADVISORS, INC
Summary

ATLANTIC UNION MUNICIPAL ADVISORS, INC

ATLANTIC UNION MUNICIPAL ADVISORS, INC

Summary Contacts Filings Brochure Private Funds Service Providers

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Adviser Profile

As of Date	05/26/2026
Registration	SEC, Approved, 01/26/2024
Other registrations (1)	SEC, 120-Day Approval, 01/26/2024
ADV Location	GLEN ALLEN, VA, United States
Contact Info	804 xxxxxxx
Websites

Details

https://www.vamint.com/

AUM^*	134,277,990 -31%
of that, discretionary	134,277,990 -31%
Number of Employees	4
of those in investment advisory functions	4
Private Fund GAV^*	0
Avg Account Size	134,277,990 518%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- State or municipal government entities

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

195M 168M 140M 112M 84M 56M 28M

2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Atlantic Union Municipal Advisors, Inc. (AUMA) is a corporation organized in the Commonwealth of Virginia. AUMA invests client assets in fixed income securities and cash equivalents. Please refer to Item 8 for additional information about methods of analysis and investment strategies used by AUMA and associated risks. We offer discretionary and non-discretionary advisory services in accordance with the client’s investment policy statement. Each client’s investment policy statement will be used by AUMA to determine the appropriate investment

strategy for each client portfolio. Portfolio managers typically manage multiple accounts consisting of the same or similar investment strategies. For discretionary accounts AUMA has the authority, without seeking prior client approval, to determine overall asset allocation, select individual securities and the amount to be bought or sold, and to select which broker or dealer through which the securities are bought or sold. For non-discretionary accounts AUMA provides advice on allocation and security selection subject to client approval.

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ATLANTIC UNION MUNICIPAL ADVISORS, INC

ATLANTIC UNION MUNICIPAL ADVISORS, INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

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