Welcome to United Capital Management

United Capital Management, LLC is an New York-based investment management firm established in 2010. We manage taxable, tax-deferred and tax-exempt portfolios for individual investors through separately managed accounts. Client portfolios are managed using a disciplined hybrid approach which combines macroeconomic analysis to develop portfolio themes and fundamental research on individual securities to construct portfolios invested across global public markets.

UCM is a Registered Investment Adviser and is regulated by the U.S. Securities and Exchange Commission (SEC) and state regulatory agencies.

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