Nashville, TN Office

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.