UNITED CAPITAL MANAGEMENT OF KANSAS, INC.

227 North Santa Fe
Salina, Kansas 67401
Tel: 785-823-7900

About UNITED CAPITAL MANAGEMENT OF KANSAS, INC.

UNITED CAPITAL MANAGEMENT OF KANSAS, INC, formally registered with the SEC as UNITED CAPITAL MANAGEMENT OF KANSAS, INC. The firm was established in 08/11/2014. They have over 9 offices throughout the country.

UNITED CAPITAL MANAGEMENT OF KANSAS, INC. is a Salina, Kansas based Financial Planning firm with nearly $459,772,246 assets under management, offering retirement planning & investment advisory services to 2290 clients. The firm is staffed with 31 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157755
SEC#	801-80159
Assets Managed by Firm	$459,772,246
No. of Clients	2290
No. of Advisors	31

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2290	$459,772,246
Individuals (other than high net worth individuals)	894	$178,787,203
High net worth individuals	214	$258,957,846
Charitable organizations	11	$14,405,356
Corporations or other businesses	20	$7,621,841

More Retirement Planning firms in Salina, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$22,544,205,893	149	56
FCI ADVISORS 5901 College Boulevard, Suite 110 Overland Park, KS, 66211	$15,083,813,669	14421	68
KORNITZER CAPITAL MANAGEMENT, INC. 5420 West 61st Place Mission, KS, 66205-3084	$7,212,926,049	5032	40

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