U
$51.3M Total AUM
$51.3M Disc. AUM
-- 3Y CAGR
2 Employees
13 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist · Interactive Brokers · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-12-2020
- Office Locations
- 2
Office Locations
1030 16th AVE S 2ND Floor #50 Nashville TN
-- Charleston SC
About Upholdings
UPHOLDINGS is a retail-focused RIA providing investment management and financial planning for business owners and entrepreneurs. The firm builds tax- and fee-efficient portfolios primarily using ETFs, guided by institutional-grade research tools and an asset-allocation approach. It states it is the largest investor in its own funds, and works with custodians including Altruist and Interactive Brokers.
Team overview
40 AVG AGE
$25.6M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
3.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
ROBERT HENRY CANTWELL III
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #4810588
- Ownership
- 75% or more
Available
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R
Roman Joseph Puglise
--
- CRD
- #7660857
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,271,703 | $700,000 |
| Non-Discretionary | $0 | -- |
| Total | $51,271,703 | $700,000 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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