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United Capital Management of Kansas
United Capital Management of Kansas is an SEC-registered investment adviser in Salina, Kansas, registered since 2014. The firm manages $885 million in assets,...
United Capital Management of Kansas
United Capital Management of Kansas is an SEC-registered investment adviser in Salina, Kansas, registered since 2014. The firm manages $885 million in assets, with $827 million on a discretionary basis. It has 46 employees and 23 investment advisers.
General information
Firm type
RIA
Year founded
2014
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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