Data / Investment advisers / Kansas / United Capital Management of Kansas, Inc.
United Capital Management of Kansas, Inc., Salina, KS: $885 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
United Capital Management of Kansas, Inc. is an SEC registered investment adviser with its main office in Salina, Kansas and reports $885 million in regulatory assets under management in its Form ADV filed September 10, 2026. Its clients include high net worth individuals, individuals and pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 1 private fund.
The request: Watch United Capital Management of Kansas, Inc. (CRD number 157755): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 157755
- SEC file number
- 801-80159
- SEC status
- Approved, effective August 11, 2014
- Main office
- 227 North Santa Fe, Salina, KS 67401
- Phone
- (785) 823-7900
- Website
- ucmofkansas.com
- Regulatory AUM
- $884,829,122 in the Form ADV filed September 10, 2026
- Discretionary AUM
- $827,308,320
- Non discretionary AUM
- $57,520,802
- Accounts
- 3,738
- Employees
- 46, of which 23 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $31,229,326
- Other offices
- 10
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions
- Latest Form ADV filing
- September 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 316 | $547.4 million |
| Individuals (other than high net worth individuals) | 1,286 | $261.6 million |
| Pooled investment vehicles | 1 | $31.2 million |
| Charitable organizations | 16 | $23.1 million |
| Pension and profit sharing plans | 6 | $11.4 million |
| Corporations or other businesses | 30 | $10.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $884.8 million | March 31, 2026 |
| December 1, 2025 | $669.7 million | September 25, 2025 |
Other advisers in Kansas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Prevail Innovative Wealth Advisors, LLC | Leawood | $931.8 million | 1 | adviserinfo.sec.gov |
| PCG Wealth Management | Overland Park | $931.1 million | Not listed | adviserinfo.sec.gov |
| Canvas Wealth Advisors, LLC | Shawnee | $929.2 million | 7 | adviserinfo.sec.gov |
| Clayton Wealth Partners | Topeka | $909.8 million | Not listed | adviserinfo.sec.gov |
| Greenup Street Wealth Management LLC | Overland Park | $900.4 million | Not listed | adviserinfo.sec.gov |
| Mitchell Capital Management Co | Leawood | $847.3 million | Not listed | adviserinfo.sec.gov |
| TFB Advisors, LLC | Overland Park | $840.2 million | Not listed | adviserinfo.sec.gov |
| Pinion Wealth Management, LLC | Wichita | $837.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Kansas
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- United Capital Management of Kansas, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.