Toups Capital Advisors LLC
RIAState Registered
Total AUM
$45.4M
Discretionary
$45.4M
100% of AUM
Avg account
$688K
Accounts
66
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 323564
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.22%
- Individuals19.78%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Toups Capital Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its primary fee model is a percentage of assets under management. Toups Capital does not position itself as an ESG investor or a pension consultant and is not described as a multi-state adviser in its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities20%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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