THE ULLMANN FINANCIAL GROUP, INC.
SEC file number 801-61563
· JACKSONVILLE BEACH, FL
https://ullmann.it ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$582.2M
Discretionary AUM
$575.1M
Employees
10
Clients
—
Firm
- Address
- 1540 THE GREENS WAY
JACKSONVILLE BEACH, FL 32250 - Phone
- —
- Website
- https://ullmann.it
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- M FINANCIAL HOLDINGS INC Medium name-match confidence · CIK 1047852 · OR
- USCB FINANCIAL HOLDINGS, INC. Medium name-match confidence · CIK 1901637 · FL
- W FINANCIAL FUND, LP Medium name-match confidence · CIK 1248244 · NY
- F&M FINANCIAL CORP Medium name-match confidence · CIK 802119 · TN
- United Capital Financial Partners, LLC Medium name-match confidence · CIK 1372312 · TX
- Upward Financial Inc. Medium name-match confidence · CIK 1963585 · WA
- BNH Financial Medium name-match confidence · CIK 1886472 · NH
- ENB Financial Corp Medium name-match confidence · CIK 1437479 · PA
- HBT Financial, Inc. Medium name-match confidence · CIK 775215 · IL
- IMA Financial Group, Inc. Medium name-match confidence · CIK 1673769 · KS
- Jet Financial Corp. Medium name-match confidence · CIK 1905510 · TX
- LIT Financial Corporation, Inc. Medium name-match confidence · CIK 2090234 · MI
-
IMA Financial Group, Inc. · D · Sep 14, 2026$1.7M
-
IMA Financial Group, Inc. · D · May 12, 2026$4.1M
-
HBT Financial, Inc. · D · Apr 9, 2026$85M
-
BNH Financial · D · Apr 3, 2026$40M
-
LIT Financial Corporation, Inc. · D · Mar 18, 2026$2.5M
-
M FINANCIAL HOLDINGS INC · D · Mar 13, 2026$8.9M
-
IMA Financial Group, Inc. · D · Jan 30, 2026$4.2M
-
IMA Financial Group, Inc. · D · Jan 30, 2026$1.2M
-
IMA Financial Group, Inc. · D · Jan 29, 2026$86.9M
-
W FINANCIAL FUND, LP · D/A · Jan 23, 2026
-
Jet Financial Corp. · D/A · Jan 14, 2026$5M
-
ENB Financial Corp · D · Dec 22, 2025$42.5M
-
United Capital Financial Partners, LLC · D · Nov 21, 2025$150.7M
-
Upward Financial Inc. · D · Nov 10, 2025$9.1M
-
LIT Financial Corporation, Inc. · D · Nov 10, 2025$10M
-
LIT Financial Corporation, Inc. · D · Nov 3, 2025$4M
-
United Capital Financial Partners, LLC · D · Sep 8, 2025$10M
-
USCB FINANCIAL HOLDINGS, INC. · D · Aug 27, 2025$40M
-
F&M FINANCIAL CORP · D · Jul 16, 2025$60M
-
United Capital Financial Partners, LLC · D/A · Apr 9, 2025
-
M FINANCIAL HOLDINGS INC · D · Mar 17, 2025$6.8M
-
United Capital Financial Partners, LLC · D · Mar 14, 2025$27.8K
-
W FINANCIAL FUND, LP · D/A · Jan 29, 2025
-
Jet Financial Corp. · D/A · Jan 17, 2025$5M