United Capital Financial Partners, LLC
Filings
4
Total offered
$160.7M
Total sold
$160.7M
Activity
2025-03-14
through 2025-11-21
through 2025-11-21
Contact info
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Likely investment adviser (not guaranteed)
Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.
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UNITED CAPITAL FINANCIAL ADVISORS, LLC
high CRD 801-64376
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CAPITAL FINANCIAL GROUP, INC.
medium CRD 801-60148
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FINANCIAL PARTNERS GROUP, LLC
medium CRD 801-77574
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GRANITE FINANCIAL GROUP, LLC
medium CRD 801-78405
Form D filings (4)
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0001014108-25-000075D · 2025-11-21 · InvestingOffering: $150,703,306Sold: $150,703,306
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0001014108-25-000059D · 2025-09-08 · InvestingOffering: $10,000,000Sold: $10,000,000
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0001014108-25-000036D · 2025-04-09 · InvestingSold: $9,817,582
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0001014108-25-000027D · 2025-03-14 · InvestingOffering: $27,750Sold: $27,750