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, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients. The firm offers financial planning and portfolio management services targeted at individuals and small businesses and typically charges fees as a percentage of assets under management. Toups reports it is not an active ESG investor, does not serve as a pension consultant or related adviser, and is not structured as a multi-state capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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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