SourcingSourcing

UNITED CAPITAL MANAGEMENT OF KANSAS, INC.

C31
CRD 157755·SEC 801-80159·SALINA, KS
AUM
$884.8M
$500M-$1B
Est. Revenue
$8.8M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
CRD
157755
SEC file #
801-80159
EIN
872356951
DBA names
—

Economics

AUM
$884.8M
AUM band
$500M-$1B
AUM trajectory
'20'26
$164.4M → $884.8M▲ +438%
Client mix
Individuals Other1,286
Individuals High Net Worth316
Corporations30
Charitable Organizations16
Pension Profit Sharing Plans6

Operations

Employees (total)
46
Advisory staff (per ADV)
23
Advisory staff (5-yr trend)
'20'26
15 advisors → 23 advisors▲ +53%
Primary office
SALINA KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
ucmofkansas.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KOEHN, CHAD, MITCHELL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
KOEHN, CHAD, MITCHELL
BUSCH, JERAD, ROSS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
UCMOFKANSAS.COM
Rdap Domain Creation Date
2006-02-24T23:57:40Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
eNom, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001885372
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2021-10-27
Edgar Last Filing Date
2026-01-20
Edgar Form D Count
6
Edgar Form D Offerings
2026-01-202026-01-20 · 0001941040-26-000029
2025-01-302025-01-30 · 0001941040-25-000042
Edgar Former Names
Red Neck High Tech Yacht Fund, LP

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
6
Bc Firm Active IA Count
26
Bc Firm IAR Count
26
Custodian Candidates
Full
Charles Schwab6
Goldman Sachs6
E*trade4
Edgar Addresses
Mailing
227 N. SANTA FE AVE.,SUITE 309SALINA, KS 67401
Business
227 N. SANTA FE AVE.,SUITE 309SALINA, KS 67401
Edgar EIN
872356951
Edgar Recent Filings
D/A2026-01-20 · 0001941040-26-000029
D/A2025-01-30 · 0001941040-25-000042
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-24T23:57:40Z
Rdap Domain Last Changed
2026-01-26T07:29:06Z
Rdap Nameservers
Dns1.name-services.comDns2.name-services.comDns3.name-services.comDns4.name-services.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2216169
Trust Company Affiliate
No

People (28)

28
KOEHN, CHAD, MITCHELL
IAR · Direct Owner · 87.5%
2216169
KOLZOW, RYAN, JAY
IAR · Direct Owner · 7.5%
4238358
BUSCH, JERAD, ROSS
IAR · Direct Owner · 7.5%
5495374
JENSEN, ERICA, A
Executive Officer · 2.5%
6014379
POMBRA, MANOJ, KUMAR
Executive Officer · 2.5%
1993850
COLE MATTHEW GRAHAM
IAR
7841693
Tanner Rees Jackman
IAR
7388343
Steven L Plott
IAR
6773161
JARED R SCHAMBERGER
IAR
5826105
Candice Graham
IAR
6160801
Ronald David Ward
IAR
2461161
JUSTIN REX SCHAMBERGER
IAR
6044697
Miller Covington Barnett
IAR
8161494
JOSHUA LAWRENCE WEISER
IAR
8081365
Landen Jacob Allen
IAR
8097231
Kyle Wayne Gordon
IAR
2364379
Nathan Weigel
IAR
7336904
PETER JEREMIAH SCHAFER
IAR
5352069
RAYMOND EUGENE HASKELL
IAR
2343475
ALAN EDWARD JILKA
IAR
6189801
Bradley Wayne Blew
IAR
7050320
MARK JOSEPH HALPIN
IAR
2763503
Francis Xavier Schafer
IAR
8220920
ELISHA DIANE FRIESS
IAR
8008057
Dawson Stephen Wood
IAR
8101438
CHRISTOPHER CRAIG TRIPE
IAR
5973792
Jeffrey D. Hardiek
IAR
8261707
SHANNON RENEE BENISH
IAR
4299232