United Capital Management of Kansas provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, and educational seminars. Financial planning was provided to 500 clients last fiscal year. The firm advises 1 private fund.
United Capital Management of Kansas reports 1,655 clients. They include 1,286 individual clients, 316 high-net-worth individuals, and 30 corporations and other businesses. Of its assets, 93.5% ($827M across 3,584 accounts) are managed with discretion; $57.5M across 154 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 78% | 30% |
| High-net-worth individuals | 19% | 62% |
| Pooled investment vehicles | <1% | 4% |
| Pension and profit-sharing plans | <1% | 1% |
| Charitable organizations | <1% | 3% |
| Other client typesCorporations and other businesses | 2% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,286 | $262M | 29.6% | $203K |
| High-net-worth individuals | 316 | $547M | 61.9% | $1.73M |
| Pooled investment vehicles | 1 | $31.2M | 3.5% | $31.2M |
| Pension and profit-sharing plans | 6 | $11.4M | 1.3% | $1.89M |
| Charitable organizations | 16 | $23.1M | 2.6% | $1.45M |
| Corporations and other businesses | 30 | $10.2M | 1.2% | $340K |
| Total | 1,655 | $885M | 100% | $535K |
- Clients
- 1,286
- Regulatory AUM
- $262M
- AUM share
- 29.6%
- Avg. per client
- $203K
- Clients
- 316
- Regulatory AUM
- $547M
- AUM share
- 61.9%
- Avg. per client
- $1.73M
- Clients
- 1
- Regulatory AUM
- $31.2M
- AUM share
- 3.5%
- Avg. per client
- $31.2M
- Clients
- 6
- Regulatory AUM
- $11.4M
- AUM share
- 1.3%
- Avg. per client
- $1.89M
- Clients
- 16
- Regulatory AUM
- $23.1M
- AUM share
- 2.6%
- Avg. per client
- $1.45M
- Clients
- 30
- Regulatory AUM
- $10.2M
- AUM share
- 1.2%
- Avg. per client
- $340K
Total
- Clients
- 1,655
- Regulatory AUM
- $885M
- AUM share
- 100%
- Avg. per client
- $535K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 500
United Capital Management of Kansas charges up to 2.50% for its Asset Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance, is negotiable and requires an account of at least $25,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Estate Planning Services
- A fixed fee for estate planning services, not to exceed $500 annually, set case by case in the planning agreement.
Chad Koehn owns 75% or more of United Capital Management of Kansas. The leadership team of United Capital Management of Kansas includes Chief Operating Officer Ryan Kolzow and Chief Compliance Officer Douglas Palenchar. It has 46 employees, 23 of them in advisory roles.
Leadership
- Ryan KolzowChief Operating Officer
- Douglas PalencharChief Compliance Officer
- Jerad BuschOwner
- Erica JensenDirector of Client Services
Chad KoehnOwner
Investment adviser representatives
26 representatives listed in the SEC register as of 9 October 2026.
Staff
- 46 employees
- 23 in advisory functions
- 23 state-registered reps
- 6 broker-dealer reps
- 19 insurance agents
- 2 soliciting firms
- Owns 75% or more of United Capital Management of Kansas, Inc.
Chad Koehn
Control person · since July 2011
- Owns 5% to 10% of United Capital Management of Kansas, Inc.
Ryan Kolzow
since January 2022
- Owns 5% to 10% of United Capital Management of Kansas, Inc.
Jerad Busch
since January 2023
United Capital Management of Kansas’ regulatory assets grew 3.0× from $297M (April 2021) to $885M (September 2026); clients rose from 918 to 1,655 and employees from 31 to 46.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $885M | 1,655 | 46 | 11 |
| May 2025 | $670M | 1,366 | 35 | 10 |
| July 2024 | $460M | 1,139 | 31 | 8 |
| April 2023 | $305M | 912 | 30 | 8 |
| July 2022 | $365M | 839 | 32 | 8 |
| April 2021 | $297M | 918 | 31 | 7 |
Besides its headquarters, United Capital Management of Kansas has 10 offices, with 11 listed addresses across 4 states.
Kansas · 8 listed addresses
- 227 North Santa Fe, SalinaHQ
- 115 North Kansas, Norton
- 345 N. Moonlight Road, Gardner
- 706 N. Lindenwood Drive, Olathe
- 307 N. Spruce Street, Abilene
- 2010 Central Avenue, Dodge City
- 2707 West Douglas, Wichita
- 798 4th St., Phillipsburg
Nebraska · 1 listed address
- 1108 7th St., Alma
Tennessee · 1 listed address
- 3200 West End Ave., Nashville
Texas · 1 listed address
- 6912 North East Loop 820, North Richland Hills
Other business names
United Capital Management of Kansas has reported 1 other business name to the SEC.
- United Capital Management
Contact and registration details
- Legal name
- United Capital Management of Kansas, Inc.
- Headquarters
- 227 North Santa Fe, Salina, KS 67401
- Website
- Not reported
- Phone
- 785-823-7900
- SEC file
- 801-80159
- Structure
- Kansas corporation
- Fiscal year end
- December
United Capital Management of Kansas uses Charles Schwab ($778M) as custodian for its separately managed accounts. United Capital Management of Kansas has custody of $22.2M in client assets for 38 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $778M100%
At year end, United Capital Management of Kansas’ separately managed accounts were mostly in stocks (67%) and funds (31%). Its reported 13F holdings for the quarter ended 30 June 2026 total $763M across 98 positions; the largest are Schwab Strategic TR (3.8%), Palantir Technologies Inc. (3.6%) and Fidelity Wise Origin Bitcoin (3.6%).
What the accounts hold
- Stocks67%
- Funds31%
- Registered funds26%
- Pooled vehicles5%
- Cash2%
Reported 13F holdings
- $763M
- Reported 13F value
- 98
- Positions
- 32.9%
- In the 10 largest
- +15.6%
- Value vs. prior quarter
- Schwab Strategic TR · Sht TM US Tres3.8%
- Palantir Technologies Inc. · CL A3.6%
- Fidelity Wise Origin Bitcoin3.6%
- Tesla Inc.3.4%
- Ies Holdings Inc.3.4%
- iShares TR · 7-10 YR Trsy BD3.4%
- Nvidia Corporation3.0%
- SPDR Series Trust · ST Str SP Biot3.0%
- Valero Energy Corp.2.8%
- Alphabet Inc. · Cap Stk CL A2.8%
Together, the ten largest are 32.9% of reported value.
How many clients does United Capital Management of Kansas have?
United Capital Management of Kansas has 1,655 clients and manages $885 million for them, as of September 2026. They include 1,286 individual clients, 316 high-net-worth individuals, and 30 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 September 2026
What services does United Capital Management of Kansas offer?
United Capital Management of Kansas provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does United Capital Management of Kansas charge?
United Capital Management of Kansas charges up to 2.50% for its Asset Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance, is negotiable and requires an account of at least $25,000.
Source: UNITED CAPITAL MANAGEMENT OF KANSAS, INC. ADV PART 2A, filed 10 September 2026
Which custodians does United Capital Management of Kansas use?
United Capital Management of Kansas’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $778M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 September 2026
How many financial advisors does United Capital Management of Kansas have?
United Capital Management of Kansas has 23 investment adviser representatives registered with state securities authorities, out of 46 employees, and 23 perform investment advisory functions. 6 employees are registered representatives of a broker-dealer and 19 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does United Capital Management of Kansas invest in?
At the end of its last fiscal year, United Capital Management of Kansas’ separately managed accounts held 67% exchange-traded equities, 26% registered funds (mutual funds, ETFs, BDCs), 5% pooled vehicles (private funds and similar) and 2% cash and equivalents. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does United Capital Management of Kansas have a minimum investment?
Yes, United Capital Management of Kansas’ minimum account size for its Asset Management Services is $25K.
Source: UNITED CAPITAL MANAGEMENT OF KANSAS, INC. ADV PART 2A, filed 10 September 2026
Who owns United Capital Management of Kansas?
United Capital Management of Kansas’ direct owners are Chad Koehn (75% or more), Ryan Kolzow (5% to 10%) and Jerad Busch (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 10 September 2026
How does United Capital Management of Kansas get paid?
United Capital Management of Kansas is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact United Capital Management of Kansas?
United Capital Management of Kansas’ main office is at 227 North Santa Fe, Salina, KS 67401. Its phone number is 785-823-7900.