Jason Toups
Toups Capital Advisors · Truckee, California
Jason Toups is a fee-only financial advisor at Toups Capital Advisors in Truckee, California. Toups Capital Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Toups Capital Advisors |
|---|---|
| Based in | Truckee, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $45.4M across 66 accounts |
| SEC registration | Investment adviser representative in CA, LA · CRD 7649917 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.reddit.com/user/toupscapitaladvisors |
| Profile |
How Jason's firm compares
- Toups Capital Advisors's average account is about $688,000, from its Form ADV (assets managed divided by 66 accounts).
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Questions about Jason
Is Jason Toups a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Toups Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Toups Capital Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Jason Toups based?
Jason Toups is based in Truckee, California.
Is Jason Toups registered with the SEC?
Yes. Jason Toups is registered as an investment adviser representative in CA and LA (CRD 7649917), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Toups Capital Advisors manage?
Toups Capital Advisors reports $45.4M across 66 accounts in assets under management.
How do I contact Jason Toups?
Through Jason's website, www.reddit.com/user/toupscapitaladvisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
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
- 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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