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UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
CRD 157755 · SEC 801-80159
227 NORTH SANTA FE, SALINA, KS, 67401, United States
Phone
785-823-7900
Fax
785-823-7913
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$884.8M
Discretionary AUM
$827.3M
Team
46 total employees; 23 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingEducational seminarsSUB-ADVISER SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1286 | $261.6M |
| High net worth individuals | 316 | $547.4M |
| Pooled investment vehicles | 1 | $31.2M |
| Pension/profit sharing plans | 6 | $11.4M |
| Charitable organizations | 16 | $23.1M |
| Corporations/business entities | 30 | $10.2M |
States served
AZ, CA, CO, GA, KS, MI, NE, OK, TN, WI, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD