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, corporation-structured registered investment adviser that began SEC registration in 2014. The firm serves both individual/family clients and institutional clients, operating under an owner-type classified as individual ownership. It charges a mix of fee models — percentage of assets under management, fixed fees, and performance-based fees — and offers a wide range of advisory services: financial planning, discretionary portfolio management for individuals and pooled vehicles, consulting for businesses and pension plans, and educational seminars. The firm does not identify as an active ESG investor.