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 organized as a corporation with individual ownership. The firm works with both individual and family clients as well as institutional clients. Its fee arrangements include percentage-of-AUM billing, fixed fees, and performance-based fees. Core advisory services emphasize financial planning and discretionary portfolio management across individuals, small businesses, pooled investment vehicles, and institutional clients; the firm also provides pension consulting and educational seminars. United Capital does not identify as an active ESG investor.