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 06/30/21. The fund's latest filing disclosed 18BN in positions, representing 127% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/09 to 06/30/21. The fund's latest filing disclosed 18BN in positions, representing 127% of the manager's regulatory AUM.
UNITED CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
UNITED CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VOO | 6.31% | ETF | 13.68% | 0% | 0 | 21% | ||
| AGG | 6.18% | ETF | 1.93% | -0.18% | 1 | 10% | ||
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FEATURED IN
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
SUITE 500
NEWPORT BEACH, California
UNITED STATES, 92660
UNITED CAPITAL Contact Information
Phone Number: 949-999-8500
Fax Number: 949-999-8545
Website: null
Fax Number: 949-999-8545
Website: null
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