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UNITED CAPITAL MANAGEMENT OF KANSAS, INC.

SALINA, KS · CRD 157755 · IAPD ↗ · ucmofkansas.com · 785-823-7900

$884.8MRegulatory AUM
23Advisory reps
46Employees
0Clients
More than 500Planning clients
1Private funds
14States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — UNITED CAPITAL MANAGEMENT OF KANSAS, INC. notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — UNITED CAPITAL MANAGEMENT OF KANSAS, INC. added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2026 — UNITED CAPITAL MANAGEMENT OF KANSAS, INC. reported RAUM up 32% ($669.7M -> $884.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2026 — UNITED CAPITAL MANAGEMENT OF KANSAS, INC. now reports custody of client assets ($53.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
April 2026 — UNITED CAPITAL MANAGEMENT OF KANSAS, INC. grew from 18 to 23 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
March 2026 — UNITED CAPITAL MANAGEMENT OF KANSAS, INC. notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — UNITED CAPITAL MANAGEMENT OF KANSAS, INC. added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2025 — UNITED CAPITAL MANAGEMENT OF KANSAS, INC. reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — UNITED CAPITAL MANAGEMENT OF KANSAS, INC. crossed $500M in regulatory AUM ($459.8M -> $669.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
December 2024 — UNITED CAPITAL MANAGEMENT OF KANSAS, INC. notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
November 2024 — UNITED CAPITAL MANAGEMENT OF KANSAS, INC. notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
November 2024 — UNITED CAPITAL MANAGEMENT OF KANSAS, INC. added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
August 2024 — UNITED CAPITAL MANAGEMENT OF KANSAS, INC. notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — UNITED CAPITAL MANAGEMENT OF KANSAS, INC. notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2024 — UNITED CAPITAL MANAGEMENT OF KANSAS, INC. reported RAUM up 51% ($304.6M -> $459.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2024 — UNITED CAPITAL MANAGEMENT OF KANSAS, INC. now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.