United Capital Management Of Kansas, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$808,928,249
Clients
1,602
Advisors
25
across 4 offices
About
United Capital Management of Kansas is a team-based registered investment adviser that serves individuals (including high-net-worth clients), trusts, estates, corporations and retirement plans, and also acts as a sub-adviser and manager of pooled vehicles. Its services include financial planning, discretionary and non‑discretionary portfolio management, fiduciary retirement-plan consulting and management through PCS Planning Services, estate‑planning support via the Gentreo platform, and private fund management.
The firm describes an active, research-driven approach that constructs diversified portfolios from equities, fixed income, ETFs and, when appropriate, alternative exposures (including private placements and digital‑asset–related instruments); portfolios and held‑away accounts are reviewed regularly and reporting is provided on a calendar basis. United Capital Management also implements held‑away account management using a third‑party ADP platform and provides tailored advice and implementation consistent with each client’s objectives.
Noteworthy distinctions disclosed in the brochure include an affiliated trust‑marketing entity that refers clients to National Advisors Trust (with a disclosed ownership interest) and the firm’s role as general partner and investment manager of the Red Neck Yacht Fund, LP — a private pooled vehicle that may employ derivatives and digital‑asset exposures and that is charged performance‑based fees. The firm’s materials disclose these relationships and the potential conflicts (for example, performance‑fee incentives and referral/affiliation interests) and describe procedures it uses to address and mitigate those conflicts.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for estate planning services, negotiable per client agreement, max $500 annually
$0 - $1,000,000: 2.5% $1,000,001 - $100,000,000: negotiable, generally ranges from 0.75% to 2% $100,000,001+: Not allowed; purchases in excess of $100,000,000 prohibited
Commissions from securities sales if client purchases commissionable products via StoneX Securities, Inc.
Performance-based fees charged for investments in Red Neck Yacht Fund, LP, specific details in fund documents
Account minimum: $25,000 Minimum fee: Annual minimum fee of $50 per account Fee-only: Fixed fee for estate planning services not to exceed $500 annually
Main office
See office227 North Santa Fe
Salina KS 67401
Advisors at this office
22
Offices (4)
Most active in
Arizona · California · Colorado · Florida · Georgia · Kansas · Michigan · Missouri · Nebraska · North Carolina · Oklahoma · Tennessee · Texas · Wisconsin
Also doing business as
United Capital Management · United Capital Management Of Kansas, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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