United Capital Management OF Kansas, Inc.
SEC RegisteredClient Centered. Relationship Driven.
About the firm
United Capital Management is a locally owned, Kansas-based independent fiduciary advisory firm with offices in Salina, Abilene, Dodge City, Gardner, Olathe, Norton, Wichita, Alma (NE), and Nashville (TN). The firm offers comprehensive investment planning through StoneX Securities, Inc., managing over $800 million in discretionary assets. It is dedicated to building lifelong relationships with clients, their families, and communities.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
United Capital Management offers investment management, financial planning (retirement, taxes, college funding, long-term goals), specialized asset preservation and generational planning, tax planning and preparation, bookkeeping, payroll, accounting, business advisory services, insurance solutions (long-term care, whole-life, term-life, survivorship life, and Medicare supplement), and trust services through United Capital Trust as a Trust Representative Office of National Advisors Trust Company, FSB.
Who they serve
Retirees, professionals, small business owners, individuals, business owners, pension and profit sharing plans, trusts, charities/foundations, and organizations.
Leadership
Office locations
Advisors at this firm
25 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Standard | 2.50% |
Data as of September 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. United Capital Management OF Kansas, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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