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| United Capital Financial Advisors LLC
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|---|---|
| CRD # | 134600 |
| SEC # | 801-64376 |
| CIK # | 0001463217 |
| AUM | 24.65 B (2026-06-15) |
| Employees | 289 (56% Investors, 9% Brokers) |
| Phone | 972-822-2055 |
| Address | 125 E John Carpenter Frwy Irving, TX 75062 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.5 | ||
| Nvidia Corp | 0.4 | ||
| Repligen Corp | 0.3 | ||
| Microsoft Corp | 0.3 | ||
| Alphabet Inc | 0.2 | ||
| Alphabet Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22,900 | 9.6 |
| (b) Individuals (high net worth individuals) | 1,937 | 11.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 223 | 1.2 |
| (h) Charitable organizations | 114 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 5 | 0.7 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 331 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 45,106 | 24.6 |
| By Discretionary | ||
| Discretionary | 43,563 | 22.5 |
| Non-Discretionary | 1,543 | 2.1 |
| Total | 45,106 | 24.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 24.6 | |
| Total | 45,106 | 24.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001463217] | |
| SC 13G | [0001463217] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| United Capital Financial Advisers LLC | United Capital Financial Advisers LLC | [2013-02-14] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $9.0B |
| Clients | 160 |
| Serves | Institutional, Retail, Research |
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