United Capital Financial Advisors, LLC

CIK 1463217 · operating company. SEC filings, financial statements, 10-K sections, 8-K items and insider trades for United Capital Financial Advisors, LLC.

Recent SEC filings

FiledFormAccession number
Aug 20, 2026N-PX0001463217-26-000008
Aug 17, 202613F-HR0001463217-26-000004
May 15, 202613F-HR0001463217-26-000002
Feb 17, 202613F-HR0001463217-26-000001
Nov 14, 202513F-HR0001463217-25-000012
Aug 19, 2025N-PX0001463217-25-000011
Aug 11, 202513F-HR0001372312-25-000005
May 13, 202513F-HR0001463217-25-000003
Feb 13, 202513F-HR0001463217-25-000001
Nov 12, 202413F-HR0001372312-24-000005
Sep 5, 2024N-PX0001463217-24-000010
Aug 14, 202413F-HR0001463217-24-000005
May 15, 202413F-HR0001463217-24-000003
Feb 14, 202413F-HR0001372312-24-000002
Nov 14, 202313F-HR0001372312-23-000007
Aug 15, 202313F-HR/A0001463217-23-000004
Aug 14, 202313F-HR0001463217-23-000003
May 15, 202313F-HR0001463217-23-000002
Feb 15, 202313F-HR0001463217-23-000001
Nov 14, 202213F-HR0001463217-22-000005
Aug 11, 202213F-HR0001463217-22-000004
May 16, 202213F-HR0001463217-22-000003
Feb 14, 202213F-HR0001463217-22-000001
Nov 15, 202113F-HR0001463217-21-000005
Aug 13, 202113F-HR0001463217-21-000004