UNITED CAPITAL MANAGEMENT OF KANSAS, INC.

other names
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Adviser Profile
As of Date 11/15/2024
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

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

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$

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