UNITED CAPITAL Overview

United Capital Financial Advisers Llc is an investment advisor that manages 14.3 BN dollars in regulatory AUM and has 437 employees, of which 204 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/09 to 09/30/16. The fund's latest filing disclosed 10BN in positions, representing 71% of the manager's regulatory AUM.

UNITED CAPITAL StockAlpha

-2.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

UNITED CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVV 2.82% ETF 4.07% -0% 0 9%
GOVT 2.77% ETF -3.94% -0.14% 33 0%
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FEATURED IN
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UNITED CAPITAL Founders and Key Employees

Name Title In Position Since
Joseph J. Duran Director, Chief Executive Officer, Investment Committee Member November-2004
Gary L. Roth Director, Chief Financial Officer January-2006
Michael A. Herman Chief Compliance Officer October-2008
Michael J. Capelle Chief Strategy Officer, Investment Committee Member September-2014
David L. Hallman Senior Vice President - Investment Committee Member January-2013

UNITED CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

UNITED CAPITAL Investment Strategy

UNITED CAPITAL Portfolio Concentration

UNITED CAPITAL Location

620 NEWPORT CENTER DRIVE
SUITE 500
NEWPORT BEACH, California
UNITED STATES, 92660

UNITED CAPITAL Contact Information

Phone Number: 949-999-8500
Fax Number: 949-999-8545
Website:

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