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May 06, 2015 10:20 AM ET

Capital Markets

Company Overview of United Capital Financial Advisers LLC

Company Overview

United Capital Financial Advisers, Inc. offers wealth management advisory services to individuals, corporate organizations, and family offices. It has locations in Bethesda, Maryland; Boca Raton and New Port Richey, Florida; Dallas and Houston, Texas; Modesto, Westlake Village, and Oxnard, California; and Rockford, Illinois. United Capital Financial Advisers, Inc. is based in Newport Beach, California.

500 Newport Center Drive

2nd Floor

Newport Beach, CA 92660

United States





Key Executives for United Capital Financial Advisers LLC

Chief Executive Officer and Director
Chairman and President
Chief Operating Officer, Chief Financial Officer and Director
Senior Vice President
Senior Vice President of Operations and Compliance
Compensation as of Fiscal Year 2014.

United Capital Financial Advisers LLC Key Developments

United Capital Seeks Acquisitions

United Capital Financial Advisers LLC is seeking acquisitions. United Capital has received $38 million in growth capital by a $30 million investment from Sageview Capital LP. United Capital will invest the new capital in marketing and branding, including the development of new lead generation and service models, while continuing to recruit advisers and making targeted acquisitions to expand capabilities and fill out its geographic footprint. "We see substantial opportunities to continue to grow our adviser and customer base through acquisitions, adviser recruitment, and organic growth initiatives, and it was important that any new equity partner would share our vision" Chief Executive Officer, Joe Duran said.

United Capital Financial Advisers LLC Presents at Tiburon CEO Summit XXV, Oct-09-2013 11:15 AM

United Capital Financial Advisers LLC Presents at Tiburon CEO Summit XXV, Oct-09-2013 11:15 AM. Venue: Ritz Carlton Hotel, San Francisco, California, United States. Speakers: Joe Duran, CEO.

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