This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-21-2022
- Office Locations
- 1
Office Locations
About Toups Capital Advisors LLC
Toups Capital Advisors is a fee-only, fiduciary RIA led by Jason Toups, focused on financial planning and portfolio implementation for families managing inherited wealth, trust beneficiaries, and millennials navigating major life transitions. The firm emphasizes low-cost, passive asset-allocation portfolios and ongoing plan updates, and highlights a blended-tier advisory fee schedule plus an interactive fee-estimate calculator; custody includes Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jason Toups
Chief Compliance Officer, Managing Member
- CRD
- #7649917
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,408,601 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,408,601 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing