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United Capital Financial Life Management
Joe Duran established the firm in 2005 following the sale of his prior advisory business. The wealth origin traces to financial-services activities rather than...
United Capital Financial Life Management
Joe Duran established the firm in 2005 following the sale of his prior advisory business. The wealth origin traces to financial-services activities rather than an operating company in another sector. The firm deploys across private equity, hedge funds, private credit, commodities and digital assets. It also maintains philanthropic and mission-related allocations. Confirmed holdings include Vanguard S&P 500 ETF, iShares Core S&P 500 ETF and Microsoft. Geographic exposure covers North America, Europe, Asia and South America. The structure includes direct holdings through operating vehicles and fund commitments. Assets under management stand at 16386 million USD per internal enrichment records. The firm maintains a headquarters in the Newport Beach area with an additional site in Irvine. It owns the FinLife Partners technology platform outright. Joe Duran holds membership in YPO. Recent activity includes the November 2025 acquisition of Apexium Financial. The firm sits under Creative Planning ownership following the 2023 transaction from Goldman Sachs. This creates a hybrid RIA and family-office posture with access to scale while retaining separate branding and client service.
General information
Firm type
Multi Family Office
Year founded
2005
Location
Region
North America
Country
United States
City
Hauppauge
Corporate office
Newport Beach, CA, United States
Principals
Joe Duran
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at United Capital Financial Life Management?
Joe Duran founded the firm and remains the named principal. Day-to-day portfolio construction occurs through the RIA platform now affiliated with Creative Planning.
How is United Capital Financial Life Management related to Creative Planning?
Creative Planning acquired the firm from Goldman Sachs in 2023. The two entities maintain separate client-facing brands while sharing certain operational resources.
Does United Capital Financial Life Management participate in fund commitments or only direct deals?
The firm commits to private equity and hedge funds while also holding direct public equity positions and an operating business in FinLife Partners.
Where does the underlying wealth come from?
Founder Joe Duran generated the initial capital through the sale of Centurion Capital to GE in the mid-2000s.
What investment stages does United Capital Financial Life Management typically target?
Allocations span public equities, private equity, hedge funds and private credit without a single-stage restriction disclosed.
Does United Capital Financial Life Management maintain philanthropic structures?
The Duran Family Foundation exists as a separate vehicle focused on education in the United States.
Which sectors does United Capital Financial Life Management explicitly avoid?
No explicit avoidance list appears in available records.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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