United Capital FIN Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

253

Total plan assets

$15.2M

Filings (rows)

Direct comp

$43K

Indirect comp

Showing only "UNITED CAPITAL FIN ADVISORS"

View all 12 variants aggregated →

UNITED CAPITAL FINANCIAL ADVISORS20 UNITED CAPITAL FINANCIAL ADVISERS15 UNITED CAPITAL FINANCIAL ADVIS11 UNITED CAPITAL FIN ADVISERS5 UNITED CAPITAL FINANCIAL ADV4 UNITED CAPITAL FINANCIAL4 UNITED CAPITAL FINANCIAL ADVISOR

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
RAND Coca-Cola Beverages, Inc. RAND Coca-Cola Beverages, Inc. 401(k) Profit Sharing Plan · all filings	APEX, NC	Advisor / Consultant	136	$10.6M	$25K	$0
GQ Investments, LLC Fine Art Lamps 401(k) Plan · all filings	HIALEAH, FL	Advisor / Consultant	117	$4.6M	$18K	$0