UNITED CAPITAL MANAGEMENT OF KANSAS, INC.

other names
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Adviser Profile
As of Date 07/25/2024
Adviser Type - Large advisory firm
Number of Employees 31 3.33%
of those in investment advisory functions 19
Registration Kansas, Terminated, 08/15/2014
Other registrations (2)
AUM* 459,772,246 50.92%
of that, discretionary 443,202,197 45.71%
Private Fund GAV* 0
Avg Account Size 200,774 46.18%
% High Net Worth 18.79% -2.09%
SMA’s Yes
Private Funds 1 1
Contact Info 785 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
365M 313M 261M 208M 156M 104M 52M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$

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