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United Capital Management of Kansas
United Capital Management of Kansas is a locally owned RIA based in Salina, KS.
United Capital Management of Kansas
United Capital Management of Kansas is a locally owned RIA based in Salina, KS. The firm was founded by a team of experienced advisors but the principals are not named on the website. It focuses on clients in the Great Plains and Midwest. The firm manages over $800 million in discretionary assets (per firm website). It offers integrated tax, accounting, payroll and advisory services alongside wealth management. Client portfolios are custodied through StoneX Securities, Inc., Member FINRA/SIPC. The stated investment approach is preservation, growth and transfer of wealth. Sector focus is not disclosed beyond broad financial planning. United Capital Management operates nine offices: Salina, Abilene, Dodge City, Gardner, Olathe, Norton, Wichita, Alma (NE) and Nashville (TN). Team size is not published. The firm promotes itself as independent and fiduciary by principle. No recent operational event — such as a new hire, office expansion or product launch — is verifiable from public sources in the last 24 months. The firm’s structural differentiator is its combination of financial advisory, tax preparation and investment management under one independent RIA platform. This model targets clients seeking a single point of contact for wealth and tax needs. The lack of named principals or a founding date limits public due diligence depth.
General information
Firm type
RIA
Year founded
—
AUM
$800M+ (per firm website, <year not disclosed>)
Location
Region
North America
Country
United States
City
Salina
Corporate office
Salina, KS, United States
Additional offices
Abilene, KS · Dodge City, KS · Gardner, KS · Olathe, KS · Norton, KS · Wichita, KS · Alma, NE · Nashville, TN
Sector focus
Frequently asked questions
Who runs investment decisions at United Capital Management of Kansas?
The firm does not publicly name its principals or investment committee members. Its website states the team has years of experience in financial services. Without named operators, allocators must ask for leadership disclosure during due diligence.
Is United Capital Management of Kansas an RIA and fiduciary?
Yes. The firm states it is independent by choice and fiduciary by principle. Investment planning is executed through StoneX Securities, Inc., a broker-dealer and FINRA/SIPC member. The firm also advertises tax and accounting services.
What is the firm's AUM?
United Capital Management reports managing over $800 million in discretionary assets (per firm website). That figure places it in the mid-tier range for US RIAs serving retail and small-business clients.
Where are United Capital Management's offices?
The firm lists nine office locations: Salina (HQ), Abilene, Dodge City, Gardner, Olathe, Norton and Wichita in Kansas; Alma in Nebraska; and Nashville in Tennessee. This footprint covers the Great Plains and South Central states.
Does United Capital Management offer only wealth management?
No. The firm also provides tax, accounting, payroll and advisory services. It markets an integrated approach to personal finance for retirees, professionals and small business owners.
What investment stages or asset classes does United Capital Management target?
The firm does not disclose specific asset-class or stage preferences. Its stated goals are preservation, growth and transfer of wealth. Client portfolios are likely in public equities, fixed income and cash. The firm does not claim direct private investing.
Does United Capital Management make direct investments in companies?
No. The firm’s website describes only discretionary asset management for individuals and businesses. No direct investments in private companies, venture capital or private equity are mentioned. It functions as a wealth management RIA, not an investment fund.
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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