United Capital Financial Partners, LLC
https://moneymaxaccount.com
(possible website — auto-inferred, not verified)
Filings
4
Original notices
4
Amendments
0
Activity
Mar 14, 2025
through Nov 21, 2025
through Nov 21, 2025
Offering amounts describe securities offered; amounts sold are issuer-reported as of each filing. Amendments can repeat earlier amounts. We do not add these figures into a capital-raised total. Missing amounts are not zero. Data coverage and methodology · How to interpret the amounts.
Latest available filing snapshot
- Reported offering amount
- $150,703,306
- Reported amount sold
- $150,703,306
This is one filing's disclosure, not the issuer's lifetime fundraising or current offering status.
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
-
FINANCIAL PARTNERS GROUP, LLC
medium CRD 801-77574
-
GRANITE FINANCIAL GROUP, LLC
medium CRD 801-78405
Form D filings (4)
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0001014108-25-000075D · Nov 21, 2025 · InvestingOffering: $150,703,306Sold: $150,703,306
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0001014108-25-000059D · Sep 8, 2025 · InvestingOffering: $10,000,000Sold: $10,000,000
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0001014108-25-000036D · Apr 9, 2025 · InvestingSold: $9,817,582
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0001014108-25-000027D · Mar 14, 2025 · InvestingOffering: $27,750Sold: $27,750