What departments does United Capital Financial Advisors, LLC have?

United Capital Financial Advisors, LLC has employees across 6 departments including Finance, Human Resources, Administrative, Operations, Consultant.

What is the largest department at United Capital Financial Advisors, LLC?

The largest department at United Capital Financial Advisors, LLC is Administrative with 7 employees.

Where are United Capital Financial Advisors, LLC employees located globally?

United Capital Financial Advisors, LLC has employees across 6 continents and 17 countries including Ghana, South Africa, Cameroon, Nigeria, India.

How has United Capital Financial Advisors, LLC's team size changed over time?

United Capital Financial Advisors, LLC's team has decreased from approximately 273 to 268 employees based on available data.

United Capital Financial Advisors, LLC Employee Directory

Financial ServicesTexas, United States201-500 Employees

United Capital Financial Advisors, LLC is a registered investment advisor in the financial services industry. Based in Irving, Texas, the firm offers comprehensive financial planning and investment strategies intended to help investors use their money with confidence for today while planning for tomorrow. In 2025 the company expanded its platform through several acquisitions, including Apexium Financial LP, Groebl Brothers LLC, and The Paul Group, broadening its geographic reach and client base. This growth underscores a strategy to scale its advisory platform while continuing to manage client portfolios across regions. The firm remains focused on delivering planning and investing strategies that help investors balance current needs with future goals.

United Capital Financial Advisors, LLC Global Highlights

North America
513

United States Of America
511
Canada
2

Asia
10

India
5
China
1
Russian Federation
1
Philippines
1
Bangladesh
1
Japan
1

South America
6

Ecuador
5
Peru
1

Africa
5

Ghana
2
South Africa
1
Cameroon
1
Nigeria
1

Europe
2

Latvia
1
United Kingdom Of Great Britain And Northern Ireland
1

Oceania
1

Australia
1

United Capital Financial Advisors, LLC's Leadership

F. S.
Chief Investment Officer
Mobile Phone
Email
M. S.
Chief People Officer
Mobile Phone
Email
A. C.
Chief Platform Officer Prior Chief Strategy Officer, Wealth Services Im Head
Mobile Phone
Email
K. M.
Chief Investment Officer
Mobile Phone
Email
M. R. S.
Vice President / Head Of Office
Mobile Phone
Email
C. S.
Vice President | Wealth Manager
Mobile Phone
Email
H. A.
Vice President (business Operation Manager)
Mobile Phone
Email
J. G.
Vice President - Business Operations Manager
Mobile Phone
Email

United Capital Financial Advisors, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Community & Social Services
Business
Entrepreneurship
Other
Accounting

Contact profiles from United Capital Financial Advisors, LLC

Name

Title

Contact Info

Location

Last Update

M. S.
Managing Director
Mobile Phone
Email
United StatesGeorgia
Apr 28, 2026
D. H.
Managing Director/Wealth Advisor
Mobile Phone
Email
United StatesPennsylvania
Apr 16, 2026
M. D.
Managing Director - Memphis
Mobile Phone
Email
United StatesTennessee
Apr 07, 2026
P. M.
Managing Director / Wealth Advisor At United Capital Financial Advisors, Llc
Mobile Phone
Email
United StatesMichigan
Feb 25, 2026
R. G.
Managing Director
Mobile Phone
Email
United StatesNorth Carolina
May 07, 2026
J. C.
Managing Director
Mobile Phone
Email
United StatesNorth Carolina
Jun 02, 2026
A. F.
Director - Business Development
Mobile Phone
Email
United StatesFlorida
Nov 16, 2025
W. F.
Managing Director
Mobile Phone
Email
United StatesGeorgia
Apr 13, 2026
B. M.
Managing Director
Mobile Phone
Email
Oct 16, 2024
B. M.
Director Of Operations
Mobile Phone
Email
United StatesFlorida
Oct 16, 2024

Frequently Asked Questions

What is United Capital Financial Advisors, LLC known for?

United Capital Financial Advisors, LLC operates in the Financial Services industry. The company's main headquarters is located in 125 East John West Carpenter Freeway Suite 1200 Irving, Texas United States; you can contact the main corporate office by phone at

+1-972-409-****

. Explore United Capital Financial Advisors, LLC's company overview page for more information.

What is United Capital Financial Advisors, LLC's most common email format?

United Capital Financial Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more United Capital Financial Advisors, LLC email formats with LeadIQ.

How many employees does United Capital Financial Advisors, LLC have currently?

United Capital Financial Advisors, LLC has approximately 386 employees as of June 2026. These team members are located across 6 continents, including North AmericaAsiaSouth America.

Who are United Capital Financial Advisors, LLC's key employees and leadership?

As of June 2026, United Capital Financial Advisors, LLC's key employees include:

Chief Investment Officer: F. S.
Chief People Officer: M. S.
Chief Platform Officer Prior Chief Strategy Officer, Wealth Services Im Head: A. C.
Chief Investment Officer: K. M.
Vice President / Head Of Office: M. R. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

United Capital Financial Advisors, LLC Employee Directory

Find United Capital Financial Advisors, LLC employees' phone numbers or email addresses

Name search is limited — try advanced search instead