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⚲
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| United Capital Management of Kansas Inc
✚
| |
|---|---|
| CRD # | 157755 |
| SEC # | 801-80159 |
| CIK # | |
| AUM | $459.8 MM (2024-07-25) |
| Employees | 31 (61% Investors, 32% Brokers) |
| Phone | 785-823-7900 |
| Address | 227 North Santa Fe Salina, KS 67401 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Red NECK Yacht Fund LP | 2024-03-29 | 0.0 | |
| HF | Red NECK High Tech Yacht Fund LP | [2022-03-10] | 0.0 | 0.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 894 | 178.8 |
| (b) Individuals (high net worth individuals) | 214 | 259.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 14.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 7.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,290 | 459.8 |
| By Discretionary | ||
| Discretionary | 2,186 | 443.2 |
| Non-Discretionary | 104 | 16.6 |
| Total | 2,290 | 459.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 459.8 | |
| Total | 2,290 | 459.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Jerry Harris | 3 | ||
| United Capital Management of Kansas Inc | 1 | ||
| UCM Fund Advisors LLC | 1 | ||
| Chad Koehn | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
JP Marvel Investment Advisors Inc
✚
|
MA | 0.6 |
|
Contravisory Investment Management Inc
✚
|
MA | 0.6 |
|
Mission Creek Capital Partners Inc
✚
|
CA | 0.5 |
|
First Trust Investment Solutions LP
✚
|
FL | 0.5 |
|
Fortis Capital Management LLC
✚
|
WA | 0.5 |
|
White Oaks Wealth Advisors Inc
✚
|
MN | 0.5 |
|
Omega Financial Group LLC
✚
|
CA | 0.4 |
|
Capital Markets IQ LLC
✚
|
TX | 0.4 |
|
Sicart Associates LLC
✚
|
NY | 0.4 |
|
Cove Street Capital LLC
✚
|
CA | 0.4 |