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UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
CRD 157755File 801-80159
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 10, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 35 | 46 | increased by11 |
| Apr 1, 2026 | Clients | 1,366 | 1,655 | increased by289 |
| Apr 1, 2026 | AUM | $669,663,839 | $884,829,122 | increased by$215,165,283 |
| Apr 1, 2026 | Accounts | 2,837 | 3,738 | increased by901 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 32 | 35 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 839 | 1,366 | increased by527 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $364,803,551 | $669,663,839 | increased by$304,860,288 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,038 | 2,837 | increased by799 |
| Apr 1, 2022 | Employees | 31 | 32 | increased by1 |
| Apr 1, 2022 | Clients | 918 | 839 | decreased by79 |
| Apr 1, 2022 | AUM | $297,440,399 | $364,803,551 | increased by$67,363,152 |
| Apr 1, 2022 | Accounts | 1,713 | 2,038 | increased by325 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “UNITED CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“UNITED CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.