United Capital Management of Kansas, Inc.

RIASEC Registered

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 entered SEC registration in 2014. The firm serves both individual and family clients as well as institutional investors and combines financial planning with portfolio management across separate accounts and pooled vehicles. Its advisory fee mix includes percentage-of-AUM charges, fixed fees and performance-based arrangements. United Capital provides a range of services that include financial planning, portfolio management for individuals/small businesses and for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting and educational workshops. The firm does not identify as an active ESG investor.