# Universal Group

Universal Group is a RIA based in Saint Louis, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Saint Louis, United States
- **Region:** North America
- **Address:** 333 South Kirkwood Road, Suite 301, Saint Louis, MO 63122, United States
- **Assets under management:** Undisclosed
- **Website:** universaladvisorsgroup.com
- **LinkedIn:** https://www.linkedin.com/company/universalyemen

## Regulatory record

- **Reports private funds:** No

## About

Universal Financial Advisors, operated by principal Brian Lock, is a registered investment advisory firm headquartered in Saint Louis, Missouri. The firm's founding year is not publicly disclosed, and its wealth origin — whether stemming from a single family fortune or from client fees — is also not stated. The firm manages portfolios across a range of asset classes including public equities, fixed income, and cash alternatives. It serves multiple client segments: entrepreneurs and executives, peak-career professionals, pre-retirees and retirees, and high-net-worth individuals. Universal does not publicly name specific portfolio companies, co-investors, or direct deal participation. Its geographic footprint is limited to the United States, primarily the St. Louis metropolitan region. Universal Advisors does not disclose total AUM, team headcount, or additional office locations. No recent operational events — such as a fund close, executive hire, or strategic partnership — are publicly available from the firm's website or reliable outside sources. The firm maintains no disclosed philanthropic foundation, real-asset arm, or operating company. Its structural differentiator — if any — is the personal principal-led service model, though that is common among small RIAs.

## Sectors

- Wealth Management
- Financial Services

## People

- Brian Lock — Principal

## Questions

### Who runs investment decisions at Universal Financial Advisors?

Principal Brian Lock leads the firm and is the primary contact for investment decisions, according to the firm's website. Lock has experience in the financial industry, though specific years of experience or prior roles are not detailed on the site.

### What investment stages does Universal Financial Advisors typically target?

The firm does not disclose stage-specific investment targets. Its services — portfolio construction and risk management — suggest a focus on public-market and liquid-asset strategies rather than venture or growth equity.

### Which sectors does Universal Financial Advisors explicitly avoid?

The firm's website does not list any explicit sector exclusions. Client profiles suggest a generalist approach to wealth management rather than sector-specific investing.

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Last updated: 2026-08-11T02:43:31.692Z

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