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United Capital Management of Kansas Inc
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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) |
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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 ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 697 | 179.4 |
(b) Individuals (high net worth individuals) | 113 | 166.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 1 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.5 |
(h) Charitable organizations | 11 | 11.4 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 18 | 7.0 |
(n) Other | 0 | 0.0 |
Total | 2,038 | 364.8 |
By Discretionary | ||
Discretionary | 2,038 | 364.8 |
Non-Discretionary | 0 | 0.0 |
Total | 2,038 | 364.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 364.8 | |
Total | 2,038 | 364.8 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
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Jerry Harris | 3 | ||
United Capital Management of Kansas Inc | 1 | ||
UCM Fund Advisors LLC | 1 | ||
Chad Koehn | 1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Bard Associates Inc
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IL | 0.3 |
First Wilshire Securities Management Inc
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|
CA | 0.3 |
Deans Knight Capital Management Ltd
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|
0.3 | |
Cutler Capital Management LLC
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|
MA | 0.3 |
Gables Capital Management Inc
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|
FL | 0.3 |
Fogel Capital Management Inc
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|
FL | 0.3 |
Kanen Wealth Management LLC
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|
FL | 0.3 |
Waycross Partners LLC
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|
KY | 0.3 |
Forest Hill Capital LLC
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|
AR | 0.3 |
Taylor Hoffman Wealth Management LLC
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|
VA | 0.3 |