United Capital Management of Kansas, Inc.

United Capital Management of Kansas is a multi-advisor SEC-registered investment adviser serving individuals (including high‑net‑worth clients), trusts, estates, ERISA retirement plans and pooled investment vehicles. The firm’s services include discretionary and non‑discretionary asset management, sub‑adviser services to other advisers, fiduciary retirement plan consulting and management (via PCS Planning Services), estate‑planning support through the Gentreo platform, and management of a private fund.

UCMK uses an active, research‑driven approach that combines third‑party research with in‑house analysis to construct diversified portfolios (commonly holding roughly 10–35 equity positions) across equities, fixed income, ETFs and alternatives, tailored to client objectives and risk tolerances. The firm implements discretionary trading for many accounts, manages held‑away retirement assets via a third‑party ADP platform, and recently began billing on cryptocurrency assets while using Unchained Capital for crypto trading and custody.

Compared with many multi‑team advisers, UCMK has several less common features: an affiliated trust‑marketing entity that refers clients to a nationally chartered trust company (and related ownership interests), active management of a private pooled vehicle that charges performance‑based fees and may present hypothetical or pro‑forma performance in offering materials, and a formal sub‑advisory practice. The brochure also discloses conflicts associated with commissionable product sales, fund‑related incentives and custody relationships and describes procedures the firm uses to address those conflicts.