United Capital Management Of Kansas, Inc. is a large advisory firm based in Salina. It manages $164.39 million of regulatory assets for 1,274 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Colorado, Kansas, Missouri, Nebraska, and Texas.
United Capital Management Of Kansas provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of United Capital Management Of Kansas, Inc. is $164.39 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 51% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay United Capital Management Of Kansas, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of United Capital Management Of Kansas is individuals with 663 clients and $112.17 million of assets under management. Among the 7 most similar advisory firms, United Capital Management Of Kansas has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $164.39 million for 720 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
United Capital Management Of Kansas doesn't advise any private funds.
The company employs 27 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. 14 employees are registered as investment adviser representatives with the state securities authorities.
There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where United Capital Management Of Kansas, Inc. performs its advisory services is located at 104 E. Iron Ave, Salina, KS 67401, which is also the mailing address of the firm. An additional office of the firm is in Abilene, KS. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 785-823-7900 or by fax 785-823-7913. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at ucmofkansas.com.