UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
Latest filing: May 21, 2025 (42 days ago)
AUM
$669,663,839
46% change vs. 1 year ago
84% change vs. 3 years ago
199% change vs. 5 years ago
474% change vs. 10 years ago
Employee Count
35
13% change vs. 1 year ago
9% change vs. 3 years ago
25% change vs. 5 years ago
150% change vs. 10 years ago
Main Office
SALINA, KS
227 NORTH SANTA FE, SALINA, KS, UNITED STATES, 67401
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.6 |
| Non-Discretionary | $0.0 |
| Total | $0.7 |
| Client | AUM |
|---|---|
| Retail | $0.6 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 1,053 | $0.2 |
| Average Individual AUM | $201,284 | |
| HNW | 273 | $0.4 |
| Average HNW AUM | $1,494,210 | |
| Retail Total | 1,326 | $0.6 |
| Average Retail AUM | $467,474 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.4 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.7 |
| Retail SMA AUM | $0.6 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 87% | $0.6 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 6% | $0.0 |
| Other Pools | 2% | $0.0 |
| Cash | 5% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| UCM FUND ADVISORS LLC | $0.0 | - | |
| UNITED CAPITAL TRUST | $0.0 | trust company | - |
| UNITED CAPITAL INSURANCE | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
18 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| CHAD KOEHN | SALINA | KS | S63|1992-03-19|S65|2005-05-06 | ||||||
| CHRISTOPHER TRIPE | SALINA | KS | S66|2012-03-21 | ||||||
| CANDICE SCHULTZ | SALINA | KS | S65|2015-12-03 | ||||||
| RAYMOND HASKELL | SALINA | KS | S63|1993-05-04|S66|2015-07-20 | ||||||
| BRADLEY BLEW | SALINA | KS | S65|2019-02-01|S63|2019-05-14 | ||||||
| RONALD WARD | SALINA | KS | S65|2021-04-16 | ||||||
| COLE GRAHAM | SALINA | KS | S65|2023-11-30 | ||||||
| TANNER JACKMAN | SALINA | KS | S63|2022-04-23|S65|2021-07-21 | ||||||
| RYAN KOLZOW | SALINA | KS | S66|2000-09-12 | ||||||
| SHANNON BENISH | SALINA | KS | S63|2007-12-03|S66|2012-04-30 | ||||||
| STEVEN PLOTT | SALINA | KS | S65|2018-04-03 | ||||||
| JERAD BUSCH | SALINA | KS | S66|2008-07-29 | CERTIFIED FINANCIAL PLANNER | |||||
| JUSTIN SCHAMBERGER | SALINA | KS | S66|2015-04-14 | ||||||
| NATHAN WEIGEL | SALINA | KS | S65|2021-12-16 | ||||||
| JARED SCHAMBERGER | SALINA | KS | S65|2013-04-23|S63|2014-01-31 | ||||||
| ALAN JILKA | SALINA | KS | S66|2013-07-31 | CERTIFIED FINANCIAL PLANNER | |||||
| MARK HALPIN | SALINA | KS | S63|1996-07-02|S66|2003-09-05|S65|2023-06-01 | ||||||
| KYLE GORDON | SALINA | KS | S63|1993-09-08|S65|2018-01-22 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.7 | $0.0 | 0% | 35 | 0 | 0% |
| 2025-04-21 | $0.7 | $0.0 | 0% | 35 | 0 | 0% |
| 2024-04-02 | $0.5 | $0.2 | 46% | 31 | 4 | 13% |
| 2023-04-04 | $0.3 | $0.4 | 120% | 30 | 5 | 17% |
| 2022-04-01 | $0.4 | $0.3 | 84% | 32 | 3 | 9% |
| 2021-04-05 | $0.3 | $0.4 | 125% | 31 | 4 | 13% |
| 2020-04-01 | $0.2 | $0.4 | 199% | 28 | 7 | 25% |
| 2019-04-01 | $0.2 | $0.5 | 307% | 27 | 8 | 30% |
| 2018-04-02 | $0.2 | $0.5 | 340% | 18 | 17 | 94% |
| 2017-04-01 | $0.1 | $0.5 | 358% | 19 | 16 | 84% |
| 2016-04-01 | $0.1 | $0.5 | 434% | 17 | 18 | 106% |
| 2015-04-01 | $0.1 | $0.6 | 474% | 14 | 21 | 150% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| KS, AZ-11/15/2024, CA-01/12/2023, CO-01/03/2018, FL-01/05/2021, KS-08/11/2014, MI-03/29/2024, MO-06/22/2018, NE-12/16/2015, OK-04/16/2021, TN-10/22/2024, TX-08/11/2014, WI-07/25/2024 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV