PPrivate Fund Data Log in Join · $37/mo

United Capital Financial Partners, LLC

Sole Member And ManagerUnited Capital Financial Advisors, LLC

About United Capital Financial Partners, LLC

United Capital Financial Partners, LLC is listed as Sole Member And Manager at United Capital Financial Advisors, LLC in Irving, TX. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of United Capital Financial Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does United Capital Financial Partners, LLC work?

United Capital Financial Partners, LLC is listed as Sole Member And Manager at United Capital Financial Advisors, LLC on SEC Form ADV.

How much of United Capital Financial Advisors, LLC does United Capital Financial Partners, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

United Capital Financial Advisors, LLC

TitleSole Member And Manager
OwnershipOver 75%
Control personYes
Since2004
View United Capital Financial Advisors, LLC →