CRD: 134600
United Capital Financial Advisors
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-09-2005
- Office Locations
- 56
Office Locations
About United Capital Financial Advisors
United Capital Financial Advisors is a fiduciary RIA offering comprehensive wealth management and personalized financial planning, with advisors acting as a “personal CFO” to keep portfolios aligned to client goals. Services span estate and trust planning, income tax planning, insurance, and business services, including planning for special-needs family situations. The firm uses proprietary investing strategies and operates across retail and institutional channels, with custody relationships including Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SONJA LEANN LARIMORE
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
BRIAN MICHAEL MCDOWELL
Chief Investment Officer, Financial Advisor, General Partner
- CRD
- #4008135
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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GREGORY ALTON ABELL II
--
- CRD
- #5921575
JOHN PATRICK ABRIOLA
Financial Advisor
- CRD
- #1563684
Showing 2 of 168 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,498,754,245 | $516,465 |
| Non-Discretionary | $2,148,011,099 | $1,392,101 |
| Total | $24,646,765,344 | $546,419 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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