{"url":"https://nivawealth.com/firms/united-capital-financial-advisors-134600","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/134600","regulatoryAum":24646765344,"crd":"134600","secFileNumber":"801-64376","legalName":"United Capital Financial Advisors, LLC","displayName":"United Capital Financial Advisors","website":null,"linkedinUrl":"https://www.linkedin.com/company/united-capital-financial-advisors/?view","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"125 E John Carpenter Frwy, Suite 1300","city":"Irving","state":"TX","stateName":"Texas","country":"United States","postalCode":"75062"},"tradeNames":["Finlife Partners","United Capital","United Capital Financial Advisors","United Capital Wealth"],"registration":{"secApproved":"9 June 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They include 22,900 other individuals, 1,937 high-net-worth individuals and 331 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 15 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does United Capital Financial Advisors offer?","answer":"United Capital Financial Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, educational seminars and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does United Capital Financial Advisors use?","answer":"United Capital Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $14,398,137,542 and National Financial Services LLC (Boston, MA), with $8,263,690,743. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does United Capital Financial Advisors have?","answer":"United Capital Financial Advisors has 162 investment adviser representatives registered with state securities authorities, out of 289 employees, and 162 perform investment advisory functions. 26 are registered representatives of a broker-dealer and 88 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does United Capital Financial Advisors invest in?","answer":"At the end of its last fiscal year, United Capital Financial Advisors’ separately managed accounts held 54% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 5% state and local bonds, 4% investment grade corporate bonds, 3% U.S. government and agency bonds, 2% cash and equivalents and 1% pooled vehicles (private funds and similar). It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns United Capital Financial Advisors?","answer":"United Capital Financial Advisors is owned through a chain of holding companies by TPG Inc., TPG Partners IX, L.P. and TPG IX Finco II, L.P. Its direct owners are United Capital Financial Partners (75% or more) and United Capital Financial Partners, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 15 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does United Capital Financial Advisors get paid?","answer":"United Capital Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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