|
⚲
|
| United Capital Management of Kansas Inc
✚
|
|
|---|---|
| CRD # | 157755 |
| SEC # | 801-80159 |
| CIK # | |
| AUM | $304.6 MM (2023-03-29) |
| Employees | 32 (59% Investors, 34% Brokers) |
| Phone | 785-823-7900 |
| Address | 227 North Santa Fe Salina, KS 67401 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Red NECK High Tech Yacht Fund LP | [2022-03-10] | 0.0 | 0.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 697 | 179.4 |
| (b) Individuals (high net worth individuals) | 113 | 166.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.5 |
| (h) Charitable organizations | 11 | 11.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 7.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,038 | 364.8 |
| By Discretionary | ||
| Discretionary | 2,038 | 364.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,038 | 364.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 364.8 | |
| Total | 2,038 | 364.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Jerry Harris | 3 | ||
| United Capital Management of Kansas Inc | 1 | ||
| UCM Fund Advisors LLC | 1 | ||
| Chad Koehn | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bard Associates Inc
✚
|
IL | 0.3 |
|
First Wilshire Securities Management Inc
✚
|
CA | 0.3 |
|
Deans Knight Capital Management Ltd
✚
|
0.3 | |
|
Cutler Capital Management LLC
✚
|
MA | 0.3 |
|
Gables Capital Management Inc
✚
|
FL | 0.3 |
|
Fogel Capital Management Inc
✚
|
FL | 0.3 |
|
Kanen Wealth Management LLC
✚
|
FL | 0.3 |
|
Waycross Partners LLC
✚
|
KY | 0.3 |
|
Forest Hill Capital LLC
✚
|
AR | 0.3 |
|
Taylor Hoffman Wealth Management LLC
✚
|
VA | 0.3 |