Overview
Assets Under Management: $17.2 billion
Headquarters: IRVING, TX
High-Net-Worth Clients: 1,300
Average Client Assets: $5 million
Frequently Asked Questions
UNITED CAPITAL FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134600), UNITED CAPITAL FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
UNITED CAPITAL FINANCIAL ADVISORS, LLC is headquartered in IRVING, TX.
UNITED CAPITAL FINANCIAL ADVISORS, LLC serves 1,300 high-net-worth clients according to their SEC filing dated June 10, 2025. View client details ↓
According to their SEC Form ADV, UNITED CAPITAL FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
UNITED CAPITAL FINANCIAL ADVISORS, LLC manages $17.2 billion in client assets according to their SEC filing dated June 10, 2025.
According to their SEC Form ADV, UNITED CAPITAL FINANCIAL ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 1,300
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.67
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 41,738
Discretionary Accounts: 40,022
Non-Discretionary Accounts: 1,716
Regulatory Filings
CRD Number: 134600
Filing ID: 1978393
Last Filing Date: 2025-06-10 16:32:00
Website: https://unitedcapitalwealth.com