Key facts
- UNITED CAPITAL FINANCIAL ADVISORS is a other based in IRVING, TX.
- UNITED CAPITAL FINANCIAL ADVISORS reports $13.2M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 134600- Regulatory AUM
- $13.2M
- Private fund assets
- —
- Private funds
- —
- Staff
- 289
- Registered office
- IRVING, TX
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as UNITED CAPITAL FINANCIAL ADVISORS, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for UNITED CAPITAL FINANCIAL ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is UNITED CAPITAL FINANCIAL ADVISORS's AUM?
- UNITED CAPITAL FINANCIAL ADVISORS manages approximately $13.2M in assets.