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UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
CRD 157755File 801-80159
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$884.8M
Above cohort median (national)
Discretionary AUM
$827.3M
Non-discretionary $57.5M
Clients
1,655
3,738 accounts
Employees
46
Above cohort median in KS
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Aug 11, 2014
- Principal office
- 227 NORTH SANTA FE, SALINA, KS, 67401
- Phone
- 785-823-7900
- Website
- HTTP://WWW.UCMOFKANSAS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $884.8M
- Discretionary AUM
- $827.3M
- Non-discretionary AUM
- $57.5M
- Discretionary accounts
- 3,584
- Non-discretionary accounts
- 154
- Total accounts
- 3,738
- AUM per client
- $535K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 30 | $10.2M |
| Charitable organizations | 16 | $23.1M |
| High net worth individuals | 316 | $547.4M |
| Pooled investment vehicles | 1 | $31.2M |
| Pension and profit sharing plans | 6 | $11.4M |
| Individuals (other than high net worth individuals) | 1,286 | $261.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.