UNITED CAPITAL

United Capital is one of the fastest growing and highly innovative wealth counseling firms in the country. With offices nationwide, we bring together some of the most talented and capable financial minds to assist with our clients’ financial lives. We are a partnership of exceptional advisers, unified to accomplish one objective, to help our clients achieve genuine empowerment over their financial aspirations. Established by an experienced group of investment and financial planning professionals, our management team has held executive positions in multi-billion dollar investment firms. Today, United Capital and its affiliates provide advice on over $16 billion under administration of client assets at 42 offices around the country.

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UNITED CAPITAL

Social Links:

Facebook

Twitter

Industry:

Advice Consulting Financial Services Wealth Management

Founded:

2005-01-01

Address:

Newport Beach, California, United States

Country:

United States

Website Url:

http://www.unitedcp.com

Total Employee:

501+

Status:

Active

Contact:

(949) 999-8500

Email Addresses:

[email protected]

Total Funding:

38 M USD

Technology used in webpage:

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Current Advisors List

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Mike Capelle Member of the Executive & Investment Committee @ United Capital
Board_member

arthur-rubinfeld_image

Arthur Rubinfeld Member of the Board of Directors @ United Capital
Board_member

robert-stavis_image

Robert Stavis Member of the Board of Directors @ United Capital
Board_member

sasank-chary_image

Sasank Chary Member of the Board of Directors @ United Capital
Board_member

robert-doede_image

Robert Doede Member of the Board of Directors @ United Capital
Board_member

darlene-deremer_image

Darlene DeRemer Member of the Board of Directors @ United Capital
Board_member

scott-stuart_image

Scott Stuart Member of the Board of Directors @ United Capital
Board_member

andrew-rudd_image

Andrew Rudd Member of the Board of Directors @ United Capital
Board_member

Current Employees Featured

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Caryn Westman
Caryn Westman Founder ,Senior Vice President ,Corporate Secretary & Assistant Corporate Secretary @ United Capital
Founder ,Senior Vice President ,Corporate Secretary & Assistant Corporate Secretary
2004-08-01

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Tony McCuaig
Tony McCuaig Senior Vice President, Finance @ United Capital
Senior Vice President, Finance
2007-02-01

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Casey Bates
Casey Bates Vice President @ United Capital
Vice President
2019-07-01

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Heather Kelly
Heather Kelly Vice President, Risk Management @ United Capital
Vice President, Risk Management

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Brandon Gage
Brandon Gage Senior Vice President of Technology @ United Capital
Senior Vice President of Technology
2005-01-01

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Bret Livingston
Bret Livingston Vice President of Regional Office Operations @ United Capital
Vice President of Regional Office Operations
2014-01-01

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Rob Brown
Rob Brown Senior Vice President & Chief Investment Officer @ United Capital
Senior Vice President & Chief Investment Officer

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Mark Ciucci
Mark Ciucci Senior Vice President of Advice @ United Capital
Senior Vice President of Advice
2005-01-01

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Bret Livingston
Bret Livingston VP, Partners Performance @ United Capital
VP, Partners Performance
2017-04-01

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Mark Ciucci
Mark Ciucci SVP Advice @ United Capital
SVP Advice
2004-01-01

Founder

caryn-westman_image

Caryn Westman

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Joe Duran

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Mike Capelle

Acquisitions List

Date	Company	Article	Price
2019-04-02	Peachtree Investment Advisors	Peachtree Investment Advisors acquired by United Capital	N/A
2019-04-02	Irongate International	Irongate International acquired by United Capital	N/A
2017-07-25	Jensen Wealth Advisors	Jensen Wealth Advisors acquired by United Capital	145 M USD
2017-07-25	Asset One	Asset One acquired by United Capital	403 M USD
2017-07-25	Compass Wealth Advisors	Compass Wealth Advisors acquired by United Capital	210 M USD
2016-02-20	FlexScore	FlexScore acquired by United Capital	N/A
2016-01-26	Bedrock Capital Partners	Bedrock Capital Partners acquired by United Capital	N/A

Investors List

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Official Site Inspections

http://www.unitedcp.com Semrush global rank: 895.62 K Semrush visits lastest month: 41.22 K

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