CRD: 157755
United Capital Management OF Kansas, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-20-2012
- Office Locations
- 11
Office Locations
About United Capital Management OF Kansas, Inc.
United Capital Management of Kansas is a Salina, KS-based advisory firm serving retirees, professionals, and small business owners with comprehensive financial and investment planning focused on preserving, growing, and transferring wealth across individuals, trusts, corporations, and retirement accounts. Portfolios skew heavily to ETFs, and securities business is conducted through StoneX Securities (FINRA/SIPC). Offices span Kansas with branches in Nebraska and Tennessee.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHAD MITCHELL KOEHN
Investment Advisor, Owner
- CRD
- #2216169
- Ownership
- 75% or more
JERAD ROSS BUSCH
Owner
- CRD
- #5495374
- Ownership
- 5% but less than 10%
Showing 2 of 5 owners & executives
Unlock allContacts
Landen Jacob Allen
Investment Advisor Representative
- CRD
- #8097231
Miller Covington Barnett
--
- CRD
- #8161494
Showing 2 of 27 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $827,308,320 | $230,834 |
| Non-Discretionary | $57,520,802 | $373,512 |
| Total | $884,829,122 | $236,712 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | 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 |
Continue browsing