United Capital Management of Kansas, Inc.
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
FINTRXOverview
United Capital Management of Kansas, Inc. is an independent registered investment adviser organized as a corporation. The firm provides a mix of wealth management and advisory services to individual and family clients as well as institutional and business clients. Its advisory menu includes comprehensive financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, institutional and business portfolio management, pension consulting services, and educational seminars or workshops. Fee arrangements include assets-under-management fees, fixed fees and performance-based fees.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds26%
- Private Funds5%
- Cash & Cash Equivalents2%
Owners & executives
3 of 4
Ryan Kolzow
Chief Operating OfficerCRD 4238358
Chad Koehn
CEOCRD 2216169
Douglas Palenchar
Chief Compliance OfficerCRD 2442090
Contacts
3 of 23
Jared Schamberger
Trust Relationship Manager & Investment ConsultantCRD 5826105
Shannon Benish
Investment ConsultantCRD 4299232
Bradley Blew
Investment ConsultantCRD 7050320
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$168M in ETFs
98%
$165M
1%
$3.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB SHORT-TERM US TREASURY ETF (SCHO) | Schwab | Passive | Short Government | $29.2M | 1,208,778 | 17.39% |
Location
Salina, KS
Saline
Location
Salina, KS
Headquartered in Salina, KS, in the Midwest of the United States.
- Region
- Midwest
- County
- Saline
- Address
- 227 N Santa Fe Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Rocky Mountain Advisers, LLC
RIASalina, KS
Pathway Financial Solutions, Inc.
RIASalina, KS
TC Advisors Ltd.
RIASalina, KS
CF Advisors LLC
RIASalina, KS
Chief Advisors Corp
RIASalina, KS
Foundation Wealth Planning
RIASalina, KS