# United Financial Holdings

United Financial Holdings is a RIA based in Irving, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Irving, United States
- **Region:** North America
- **Address:** St. Petersburg, FL, United States
- **Assets under management:** $100M - $500M (Altss estimate)
- **Website:** www.unitedfinancialholdings.com

## Regulatory record

- **CRD number:** 134600
- **SEC file number:** 801-64376
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/134600

## About

United Financial Holdings is an SEC-registered investment adviser in Irving, TX, since 2005. The firm manages $24.6 billion in assets, $22.5 billion on a discretionary basis. It has 289 employees and 162 investment advisers.

## Sectors

- Financial Services
- Real Estate
- Private Credit

## People

- William R. Klich — Chairman and sole owner

## Questions

### What investment strategies does United Financial Holdings pursue?

The firm concentrates on two areas where Klich's background as a former bank CEO provides direct expertise: equity stakes in community and regional banks, and commercial real estate lending. The portfolio favors influence-sized positions in Southeastern US financial institutions and senior mortgage origination on Sun Belt commercial properties.

### Who makes investment decisions at United Financial Holdings?

William R. Klich, as chairman and sole owner, is the central decision-maker. The firm maintains a small team and runs a principal-driven process, meaning Klich personally underwrites or approves each significant balance-sheet commitment.

## Related profiles

- [Shiftx](https://altss.com/profile/shiftx)

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Last updated: 2026-07-06T01:24:27.824Z

Canonical page: https://altss.com/profile/united-financial-holdings

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