| Name | Title | Ownership | Since |
|---|---|---|---|
| Franklin Wayne Salb Control | Chief Investment Officer | Under 5% | 2023 |
| James Francis Rivers Control | President | Under 5% | 2023 |
| Jonathan David Seiler | Head Of Operations | Under 5% | 2023 |
United Capital Financial Advisors, LLC reports $17.2 billion in regulatory assets under management on its Form ADV.
United Capital Financial Advisors, LLC reports 271 employees.
United Capital Financial Advisors, LLC is based in Irving, TX and has been SEC-registered since 2005.
United Capital Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 125 E John Carpenter Frwy, Suite 1300, Irving, TX 75062 |
| Phone | 972-822-2055 |
| Office hours | 8:00a.m.-5:00p.m. (Pst) |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1463217 |
| Discloses disciplinary history | Yes |
| Discretionary | $16.39B |
| Non-discretionary | $825.1M |
| Total (RAUM) | $17.21B |