On December 23, 2025, United Capital Financial Advisors announced that it acquired Groebl Brothers.
United Capital Financial Advisors (“United Capital”) announced, on December 23, 2025, that it acquired Groebl Brothers (“Groebl”). Under the terms of the transaction, brothers Joe and Tim Groebl will join United Capital. Further terms of the transaction were not disclosed.
United Capital, based in Irving, Texas, is a registered investment advisor offering wealth management services. As of October 2025, United Capital had over $16 billion in assets under management.
Groebl, based in Leawood, Kansas, is a registered investment advisor offering a client-first approach to financial planning and investment management services. Groebl has approximately $240 million in assets under management.
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