United Capital Management of Kansas, Inc.

RIASEC RegisteredEst. 2014

Total AUM

$885M

Discretionary

$827M

93% of AUM

Avg account

$237K

Accounts

3,738

Employees

Advisory reps

Firm details

Headquarters: Salina, Kansas
CRD number: 157755
Registered since: August 11, 2014
Website: www.ucmteam.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI61.86%
Individuals29.56%
Pooled Investment Vehicles3.53%
Charitable Organizations2.61%
Pension & Profit Sharing Plans1.28%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

United Capital Management of Kansas, Inc. is an independent registered investment adviser that has been SEC-registered since 2014 and is owned by an individual. The firm serves both individual and family clients as well as institutional accounts and charges a mix of percentage-of-AUM, fixed, and performance-based fees. Core services include financial planning, portfolio management across individual and pooled vehicles, pension consulting, and educational workshops. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. The firm also has operating relationships with other financial-service providers — including trust companies, accountants, and insurance firms — and acts as sponsor, general partner, or managing member for pooled investment vehicles it oversees.