Anton Bayer
Up Capital Management · Bulverde, Texas
Anton Bayer is a fee-only financial advisor at Up Capital Management in Bulverde, Texas, who holds the CFP credential. Anton focuses on equity compensation, retirement planning and tax planning. Up Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Up Capital Management |
|---|---|
| Based in | Bulverde, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $212.6M across 420 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 1043657 |
| Exams passed | Series 63 (1986) · Series 65 (2000) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.upcapitalmgmt.com |
| Profile |
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Questions about Anton
Is Anton Bayer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anton holds no broker registration, and Up Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anton charge for financial advice?
Anton's firm, Up Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Anton charge?
According to Up Capital Management's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Anton Bayer based?
Anton Bayer is based in Bulverde, Texas.
What does Anton specialize in?
Anton's specialties include equity compensation, retirement planning, tax planning and estate & legacy planning. Anton works with retirees and pre-retirees.
What credentials does Anton Bayer hold?
Anton Bayer holds the CFP credential.
Is Anton Bayer registered with the SEC?
Yes. Anton Bayer is registered as an investment adviser representative in CA and TX (CRD 1043657), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Up Capital Management manage?
Up Capital Management reports $212.6M across 420 accounts in assets under management.
How do I contact Anton Bayer?
Through Anton's website, www.upcapitalmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Up Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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