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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-02-2012
- Office Locations
- 2
Office Locations
About UP Capital Management, Inc.
Up Capital Management is an investment adviser providing financial planning and portfolio management for individual investors and business owners/entrepreneurs, with capabilities spanning retirement, tax and estate planning, insurance, and portfolio construction. Portfolios are largely implemented using public funds and ETFs, with custody relationships that include Charles Schwab. The firm publishes a weekly “UPdate” with market and economic insights.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANTON JAMES BAYER
Chairman, Chief Compliance Officer, Chief Financial Officer, Chief Investment Officer
- CRD
- #1043657
- Ownership
- 75% or more
NYLE BRONSON BAYER
Chief Executive Officer, Wealth Manager
- CRD
- #5790764
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $160,526,988 | $390,577 |
| Non-Discretionary | $52,037,394 | $5,781,933 |
| Total | $212,564,382 | $506,106 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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