Toups Capital Advisors LLC
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, individual-owned registered investment adviser that serves primarily individuals and families. The firm charges fees based on a percentage of assets under management and focuses on financial planning and portfolio management for individuals and small businesses. The snapshot indicates Toups is not an active ESG investor, does not operate as a multi-state adviser, and is not classified as a capital allocator.
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
1 of 1
Jason Toups
Owner, Chief Compliance OfficerCRD 7649917
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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