United Capital Management of Kansas, Inc. logo

United Capital Management of Kansas, Inc.

Updated today

Client assets under management

$808,928,249

Clients

1,602

20% high-net-worth

Advisors

25

of 46 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

64

Typical

Average account size

$504,949

About

United Capital Management of Kansas, Inc. provides financial planning, portfolio management and fiduciary retirement plan services to individuals (including high‑net‑worth clients), trusts, estates, corporations and other advisers, and accepts pooled investment vehicle clients. The firm also offers sub‑advisory services, an online estate‑planning platform, and held‑away asset management through a third‑party platform.

The firm follows an active, research‑driven investment process that blends fundamental, technical and cyclical analysis to construct concentrated, multi‑asset portfolios (equities, fixed income, ETFs and alternatives) tailored to client objectives and risk tolerances. For its private fund and certain alternative allocations it pursues an opportunistic, value‑oriented approach that can include micro‑/small‑cap securities, distressed positions, OTC transactions and exposure to digital assets and derivatives.

What is distinguishing about United Capital Management compared with many peers is its direct role as a private fund adviser and fund sponsor that assesses performance‑based fees and manages pooled vehicles, and its disclosure that alternative offerings may include hypothetical or pro‑forma performance. The firm is also affiliated with a marketing trust entity that refers clients to a national trust company in which principals hold a nominal ownership interest, and the brochure discloses these referral and related conflict‑of‑interest arrangements.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops Sub-adviser services

Expertise

Wealth management Private / alternative investments Concentrated stock management Options & derivatives strategies

Occupation focus

Founder/Business Owner Retired

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Estate planning services fixed fee up to $500 annually

Percentage

$1,000 - $100,000,000: 2.5% (maximum, negotiable; typical range 0.75% - 2%)

Commissions

IARs may receive commissions from securities and insurance products sales; 12b-1 fees from mutual funds

Performance-based

Performance-based fees charged for Red Neck Yacht Fund, LP as outlined in fund documents

Other

Account minimum: $25,000 Minimum fee: $50 per account annually Fee-only: Fixed fee for estate planning services up to $500 annually

Main office location

United Capital Management of Kansas, Inc.

227 North Santa Fe

Salina KS 67401, United States

Number of offices

11

Most active in

Arizona · California · Colorado · Florida · Georgia · Kansas · Michigan · Missouri · Nebraska · Oklahoma · Tennessee · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Miller B

Series 65

Salina, KS

United Capital Management of Kansas, Inc.

Miller Barnett is a financial advisor at United Capital Management of Kansas, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to entering the financial industry, Miller gained experience in various roles including positions in education and retail. United Capital Management of Kansas is a multi-advisor SEC-registered investment adviser serving individuals, trusts, estates, ERISA retirement plans, and pooled investment vehicles. The firm employs an active, research-driven approach to build diversified portfolios tailored to client objectives and risk tolerances.

Wealth management Private / alternative investments Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
user avatar

Christopher T

Series 66

Salina, KS

United Capital Management of Kansas, Inc.

Christopher Tripe is a financial advisor with United Capital Management of Kansas, Inc., holding a Series 66 designation and 14 years of industry experience. Prior to joining United Capital Management in 2016, he worked at Waddell & Reed, Inc. from 2011 to 2016. Outside of his advisory role, he serves as Vice President of the Alma Chamber of Commerce and is involved with the Alma Development Corp, promoting local business growth. United Capital Management of Kansas is a multi-advisor SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm employs an active, research-driven approach to construct diversified portfolios tailored to client objectives and risk tolerances, offering discretionary and non-discretionary asset management alongside fiduciary retirement plan consulting and estate-planning support.

Wealth management Private / alternative investments Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
user avatar

Peter S

CFP®, CFA®, Series 63, Series 66

Silverthorne, CO

United Capital Management of Kansas, Inc.

Peter Schafer is a CFP® and CFA® credentialed financial advisor with 13 years of industry experience. He is currently with United Capital Management of Kansas, Inc., having joined in 2025, and previously worked at First Western Trust and Fidelity Investments. Outside of his advisory role, Schafer is the CEO of Schafer Vacation Rentals, managing home and auto rentals in Silverthorne, Colorado. United Capital Management of Kansas is a multi-advisor SEC-registered investment adviser serving individuals, trusts, estates, ERISA retirement plans, and pooled investment vehicles. The firm employs an active, research-driven approach to construct diversified portfolios tailored to client objectives and risk tolerances.

Wealth management Private / alternative investments Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
user avatar

Jerad B

CFP®, Series 66

Salina, KS

United Capital Management of Kansas, Inc.

Jerad Busch is a CFP® with 17 years of industry experience, currently serving at United Capital Management of Kansas, Inc. He has worked with related United Capital entities since 2013. Outside of his advisory role, he is chairman of the Dodge City Community College Foundation. United Capital Management of Kansas is a multi-advisor SEC-registered investment adviser serving individuals, trusts, estates, ERISA retirement plans, and pooled investment vehicles. The firm employs an active, research-driven approach to construct diversified portfolios tailored to client objectives and risk tolerances.

Wealth management Private / alternative investments Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
user avatar

Dawson W

Series 65

Salina, KS

United Capital Management of Kansas, Inc.

Dawson Wood is a financial advisor at United Capital Management of Kansas, Inc. He holds a Series 65 designation and joined the firm in 2025. His prior work experience includes roles outside the financial industry, such as positions at Express Employment and Snow Creek. United Capital Management of Kansas is a multi-advisor SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm employs an active, research-driven approach to construct diversified portfolios tailored to client objectives and risk tolerances.

Wealth management Private / alternative investments Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
user avatar

Nathan W

Series 65

Salina, KS

United Capital Management of Kansas, Inc.

Nathan Weigel is a financial advisor at United Capital Management of Kansas, Inc. in Salina, KS, holding a Series 65 license with four years of industry experience. Prior to his current role, he worked in marketing and insurance-related positions and currently officiates basketball in his local community. United Capital Management of Kansas is a multi-advisor SEC-registered investment adviser serving individuals, trusts, estates, ERISA retirement plans, and pooled investment vehicles. The firm employs an active, research-driven approach to construct diversified portfolios tailored to client objectives and risk tolerances.

Wealth management Private / alternative investments Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
user avatar

Ronald W

Series 65

Salina, KS

United Capital Management of Kansas, Inc.

Ronald Ward is a financial advisor with United Capital Management of Kansas, Inc., holding a Series 65 credential and four years of industry experience. He has held roles at several firms, including K&L Group Service Center, LLC, Value Agency Services, LLC, and Agency West Insurance, LLC. Outside of financial advising, Ward is the majority owner and president of Paradigm Engineers and Constructors, an architecture and engineering firm. United Capital Management of Kansas is a multi-advisor SEC-registered firm serving individuals, trusts, estates, ERISA retirement plans, and pooled investment vehicles. The firm employs an active, research-driven approach to construct diversified portfolios tailored to client objectives and risk tolerances, offering discretionary and non-discretionary asset management alongside fiduciary retirement plan consulting and estate-planning support.

Wealth management Private / alternative investments Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
user avatar

Landen A

Series 65

Salina, KS

United Capital Management of Kansas, Inc.

Landen Allen is a financial advisor at United Capital Management of Kansas, Inc. He holds a Series 65 designation and has been with the firm since 2023. Prior to joining United Capital Management, he worked in construction and lawn service businesses. United Capital Management of Kansas is a multi-advisor SEC-registered investment adviser serving individuals, trusts, estates, ERISA retirement plans, and pooled investment vehicles. The firm employs an active, research-driven approach to construct diversified portfolios tailored to client objectives and risk tolerances.

Wealth management Private / alternative investments Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
user avatar

Chad K

Series 63, Series 65

Salina, KS

United Capital Management of Kansas, Inc.

Chad Koehn is a financial advisor with United Capital Management of Kansas, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with United Capital Management of Kansas since 2004 and previously worked with Sterne Agee Financial Services. Outside of advising, Koehn is involved in managing an event venue and operates a farm business in Salina, Kansas. United Capital Management of Kansas is a multi-advisor SEC-registered investment adviser serving individuals, trusts, estates, ERISA retirement plans, and pooled investment vehicles. The firm employs an active, research-driven approach to construct diversified portfolios tailored to client objectives and risk tolerances, and it offers discretionary asset management, fiduciary retirement plan consulting, estate-planning support, and private fund management.

Wealth management Private / alternative investments Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
user avatar

Jared S

Series 63, Series 65

Salina, KS

United Capital Management of Kansas, Inc.

Jared Schamberger is a financial advisor at United Capital Management of Kansas, Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His work history includes roles at United Capital Insurance, LLC, United Capital Farm Management, LLC, and StoneX Securities Inc. Outside of his advisory work, he assists with farm labor on his family’s farm. United Capital Management of Kansas is a multi-advisor SEC-registered investment adviser serving individuals, trusts, estates, ERISA retirement plans, and pooled investment vehicles. The firm employs an active, research-driven approach to construct diversified portfolios tailored to client objectives and risk tolerances, while also offering fiduciary retirement plan consulting, estate-planning support, and management of a private fund.

Wealth management Private / alternative investments Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
user avatar

Mark H

Series 63, Series 65, Series 66

Salina, KS

United Capital Management of Kansas, Inc.

Mark Halpin is a financial advisor with United Capital Management of Kansas, Inc., holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked at several firms, including Royal Alliance Associates and Signator Investors, and has been president of MJH Insurance & Financial Services, an independent insurance agency, since 1999. At United Capital Management of Kansas, he serves as a financial advisor and trust relationship manager. United Capital Management of Kansas is a multi-advisor SEC-registered firm serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm employs an active, research-driven approach to portfolio construction and offers a range of services including discretionary asset management, fiduciary retirement plan consulting, estate-planning support, and private fund management.

Wealth management Private / alternative investments Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
user avatar

Shannon B

Series 63, Series 66

Salina, KS

United Capital Management of Kansas, Inc.

Shannon Benish is a financial advisor at United Capital Management of Kansas, Inc. with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including StoneX Securities Inc and Cetera Advisor Networks. Outside of her advisory work, she is the owner and author of Rebel Redd Books and serves as secretary for Boy Scout Troop #162. United Capital Management of Kansas is a multi-advisor SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm employs an active, research-driven approach to construct diversified portfolios tailored to client objectives and risk tolerances.

Wealth management Private / alternative investments Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
user avatar

Cole G

Series 65

Salina, KS

United Capital Management of Kansas, Inc.

Cole Graham is a financial advisor at United Capital Management of Kansas, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining United Capital Management of Kansas in 2023, he worked at the Greater Salina Community Foundation and KW Integrity, and spent 14 years at The Mortgage Company. United Capital Management of Kansas is a multi-advisor SEC-registered investment adviser serving individuals, trusts, estates, ERISA retirement plans, and pooled investment vehicles. The firm uses an active, research-driven approach to construct diversified portfolios tailored to client objectives and risk tolerances, and offers services including discretionary asset management, fiduciary retirement plan consulting, and estate-planning support.

Wealth management Private / alternative investments Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
user avatar

Raymond H

Series 63, Series 66

Wichita, KS

United Capital Management of Kansas, Inc.

Raymond Haskell is a financial advisor with United Capital Management of Kansas, Inc., holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at several firms including StoneX Securities Inc and Cambridge Investment Research Inc. Haskell is also president of Haskell Financial Group LLC, where he manages business operations. United Capital Management of Kansas is a multi-advisor SEC-registered investment adviser serving individuals, trusts, estates, ERISA retirement plans, and pooled investment vehicles. The firm uses an active, research-driven approach to construct diversified portfolios across multiple asset classes, offering discretionary and non-discretionary asset management, fiduciary retirement plan consulting, and estate-planning support.

Wealth management Private / alternative investments Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
user avatar

Candice G

Series 65

Salina, KS

United Capital Management of Kansas, Inc.

Candice Graham is a Series 65-licensed financial advisor with nine years of industry experience. She has worked at United Capital Management of Kansas, Inc. since 2020 and previously spent seven years at V Wealth Advisors LLC. In addition to her advisory role, she is an insurance agent involved in the sale of life, health, annuity, and long-term care insurance. United Capital Management of Kansas is a multi-advisor SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, ERISA retirement plans, and pooled investment vehicles. The firm employs an active, research-driven approach to portfolio construction and offers services including discretionary asset management, fiduciary retirement plan consulting, estate-planning support, and management of a private fund.

Wealth management Private / alternative investments Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")