Up Capital Management, Inc.
Up Capital Management, Inc. is an SEC-registered wealth manager with $212.6M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Up Capital Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164692, SEC 801-79503, data through 2026-05-08.
- AUM (assets under management / regulatory AUM)
- $212.6M (2026-05-08)
- Firm type
- Wealth Manager
- Employees
- 4
- Clients
- 167
- CRD
- 164692
- Ownership
- BAYER, ANTON, JAMES; BAYER, NYLE, BRONSON
How much AUM does Up Capital Management, Inc. have?
Up Capital Management, Inc. reported $212.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-08).
Who owns Up Capital Management, Inc.?
Disclosed owners and executives of Up Capital Management, Inc. include BAYER, ANTON, JAMES, BAYER, NYLE, BRONSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.