A complete list of active advisors currently associated with United Capital Management of Kansas, Inc.

Warmer can help you find a great advisor at United Capital Management of Kansas, Inc. or one who fits your needs even better.

United Capital Management of Kansas, Inc. provides financial planning, portfolio management and fiduciary retirement plan services to individuals (including high‑net‑worth clients), trusts, estates, corporations and other advisers, and accepts pooled investment vehicle clients. The firm also offers sub‑advisory services, an online estate‑planning platform, and held‑away asset management through a third‑party platform. The firm follows an active, research‑driven investment process that blends fundamental, technical and cyclical analysis to construct concentrated, multi‑asset portfolios (equities, fixed income, ETFs and alternatives) tailored to client objectives and risk tolerances. For its private fund and certain alternative allocations it pursues an opportunistic, value‑oriented approach that can include micro‑/small‑cap securities, distressed positions, OTC transactions and exposure to digital assets and derivatives. What is distinguishing about United Capital Management compared with many peers is its direct role as a private fund adviser and fund sponsor that assesses performance‑based fees and manages pooled vehicles, and its disclosure that alternative offerings may include hypothetical or pro‑forma performance. The firm is also affiliated with a marketing trust entity that refers clients to a national trust company in which principals hold a nominal ownership interest, and the brochure discloses these referral and related conflict‑of‑interest arrangements.

To learn more about the advisors currently working at United Capital Management of Kansas, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.