Standup Advisors

Overview

Standup Advisors is a small, independent registered investment adviser focused on serving individual and family clients. The firm operates as a single-owner LLC and offers a mix of financial planning, portfolio management for individuals and small businesses, selection of other advisers, and client education through seminars or workshops. Standup presents itself as a capital allocator, meaning it constructs portfolios from both pooled products and external managers rather than relying solely on proprietary strategies. Investment emphasis is equity-first: the firm’s stated preference and primary exposure is to exchange-traded equities. Standup is not positioned as an ESG-driven manager and currently does not operate as a multi-state adviser. Fee arrangements are flexible, including percentage-of-AUM, hourly, and fixed-fee engagements, which supports both ongoing advisory relationships and discrete planning or project work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices