United Capital Management of KS, Inc.
United Capital Management of Kansas, Inc. is a locally owned, independent financial advisory and investment management firm based in Salina, Kansas, with additional branch offices in several cities in Kansas, Nebraska, and Tennessee. Founded to serve retirees, professionals, and small business owners, the firm provides comprehensive financial planning and investment advice focused on the preservation, growth, and transfer of wealth. Their dedicated staff emphasize client-centered service, integrity, and community involvement, managing both discretionary and non-discretionary assets for individuals, corporations, trusts, and retirement plans. The firm has over $500 million in AUM as of May 2024 and works with a broad client base across the Midwest and beyond, employing experienced financial consultants and support staff.
Investment Strategy
United Capital Management of Kansas, Inc. uses a client-focused, goals-driven investment strategy, creating customized financial plans tailored to each client's needs, whether preservation of capital, growth, retirement income, or wealth transfer. Their approach integrates current and future technologies and emphasizes diversified portfolio management, including equities, bonds, ETFs, and alternative assets. The firm prioritizes risk management, tax minimization, and meeting both current and future income requirements while actively monitoring and adapting to changing market conditions. Integrity, honesty, and strong client relationships underpin their investment philosophy.
Top Holdings
Equity Positions (107)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FBTC | FIDELITY WISE ORIGIN BITCOIN | 8.36% | $53.3M | 567,460 | $59.37 | $93.99 | +$12.5M |
P PLTR | PALANTIR TECHNOLOGIES INC | 8.05% | $51.3M | 376,638 | $23.47 | $136.32 | +$18.2M |
S SCHO | SCHWAB STRATEGIC TR | 4.04% | $25.8M | 1,056,570 | $24.13 | $24.38 | -$14.3M |
I IEF | ISHARES TR | 3.35% | $21.4M | 223,447 | $95.77 | $95.77 | +$21.4M |
T TSLA | TESLA INC | 3.32% | $21.2M | 66,654 | $209.00 | $317.66 | +$4.4M |