UNITED CAPITAL MANAGEMENT OF KANSAS, INC. – investment adviser, $885M regulatory AUM (Form ADV)

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	316	$547,372,774	61.9%
Individuals	1,286	$261,555,475	29.6%
Pooled investment vehicles	1	$31,229,326	3.5%
Charities	16	$23,123,947	2.6%
Retirement plans	6	$11,355,204	1.3%
Corporations & businesses	30	$10,192,396	1.2%

Filing source

Form ADV 2130656 · Sep 10, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

RED NECK YACHT FUND, LPHedge Fund · Last reported Sep 10, 2026$31.2MGross asset value

Form D fundraising filings

Red Neck Yacht Fund, LP

Fund administrator NAV CONSULTING INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor AKRAM & ASSOCIATES PLLC CARY, North Carolina, United States

Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No

Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

AKRAM & ASSOCIATES PLLC
PCAOB 5961

GOLDMAN SACHS & CO. LLC
SEC 8-129

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

Fund details & source

Fund ID: 805-7420696466
Reported beneficial owners: 33
Minimum commitment: $250K
Form D file number: 021-418816

Form ADV 2130656 · Sep 10, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RED NECK HIGH TECH YACHT FUND, LPHedge Fund · Last reported Jan 12, 2023$0Gross asset value

Fund administrator YULISH & ASSOCIATES OXNARD, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor AKRAM & ASSOCIATES CARY, North Carolina, United States

Custodian INTERACTIVE BROKERS LLC GREENWCH, Connecticut, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

AKRAM & ASSOCIATES
PCAOB 5961

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source

Fund ID: 805-9273846654
Reported beneficial owners: 0
Minimum commitment: $250K
Form D file number: 021-418816

Form ADV 1700854 · Jan 12, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 10, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Educational seminars

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

227 NORTH SANTA FE
SALINA, KS, 67401, United States

CRD 157755

Filing source

Form ADV 2130656 · Sep 10, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.