United Capital Financial Advisors, LLC 

TX

  SEC # 1463217

        

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Relationships

        

No  Owner Relationships  (where the Issuers of the  United Capital Financial Advisors, LLC-owned  securities are...)

        

but there are...  Recent Holdings Reports for this and 2 Related Money Managers

History:  Assets Under Management

As Of			Quarter (Ended)		Holdings Form 13F				Assets (Millions)		Reporting Manager and Related Managers Managers with whom Investment Discretion is Shared
2/14/24			12/31/23				1,060		$12,049,082		TX	United Capital Financial Advisors, LLC
							1,060		$12,049,082		TX	United Capital Financial Partners, LLC [ formerly United Capital Financial Partners, Inc. ]
11/14/23			9/30/23				830		$9,018,793		TX	United Capital Financial Advisors, LLC
							830		$9,018,793		NY	Goldman Sachs Group Inc.
											and 2 Other Managers
8/14/23			6/30/23				886		$18,342		TX	United Capital Financial Advisors, LLC
											and 3 Other Managers
8/14/23			3/31/23				964		$17,916		TX	United Capital Financial Advisors, LLC
											and 3 Other Managers
2/14/23			12/31/22				1,048		$17,831		TX	United Capital Financial Advisors, LLC
											and 3 Other Managers
11/14/22			9/30/22				1,083		$16,933		TX	United Capital Financial Advisors, LLC
											and 3 Other Managers
8/11/22			6/30/22				1,119		$18,216		TX	United Capital Financial Advisors, LLC
											and 3 Other Managers
5/16/22			3/31/22				1,160		$20,569		TX	United Capital Financial Advisors, LLC
											and 3 Other Managers

        

No  Issuer Relationships  (where the Owners of the  United Capital Financial Advisors, LLC  securities are...)

        

No  Insider & Control Relationships  (Directors & Officers, Owners, Parent / Subs., et al.)

        

No  Joint-Filer Relationships  (Co-Filer Registrants:  Partners, Affiliates, et al.)

        

No  Group-Member Relationships  (Co-Filer Non-Registrants:  Partners, Affiliates, et al.)

        

Filing Agent Relationships  (SEC Filing Agents, Attorneys, Printers, et al. — Affiliates:  Directors & Officers, et al.)

United Capital Financial Advisors, LLC  has been the Filing Agent for  1  Affiliate:

2  Filing Agents and/or Registrants have submitted Filings for  United Capital Financial Advisors, LLC:

Latest Filing				Filing Agentª, Registrant or SEC — SEC #			Filings
		Type
2/14/24		13F-HR		TX	United Capital Financial Partners, LLC [ formerly United Capital Financial Partners, Inc. ] — 1372312		7
8/14/23		13F-HR/A			No Filing Agent:  Self-filed — 1463217		62
Total:							69
__________  ª  Proprietary to SEC Info℠:  The SEC does not publish the names of SEC Filing Agents.