Sevak Khachatoorian
Up&Up Capital · Glendale, California
Sevak Khachatoorian is a fee-only financial advisor at Up&Up Capital in Glendale, California. Sevak charges a percentage of assets (1.75% a year on the first tier of assets managed and no asset minimum) and focuses on estate & legacy planning, divorce financial planning and retirement planning.
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Specialties
Facts
| Firm | Up&Up Capital |
|---|---|
| Based in | Glendale, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.75% a year on the first tier of assets managed · No asset minimum |
| Assets under management | $137K across 8 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7401004 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | upandupcapitalinc.com |
How Sevak's firm compares
- Up&Up Capital's average account is about $17,000, from its Form ADV (assets managed divided by 8 accounts).
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Questions about Sevak
Is Sevak Khachatoorian a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sevak holds no broker registration, and Up&Up Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sevak charge for financial advice?
Sevak charges a percentage of assets.
How much does Sevak charge?
According to Up&Up Capital's website, checked October 30, 2026: 1.75% a year on the first tier of assets managed; no asset minimum.
Where is Sevak Khachatoorian based?
Sevak Khachatoorian is based in Glendale, California.
What does Sevak specialize in?
Sevak's specialties include estate & legacy planning, divorce financial planning, retirement planning and small business owners.
Is Sevak Khachatoorian registered with the SEC?
Yes. Sevak Khachatoorian is registered as an investment adviser representative in CA (CRD 7401004), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Up&Up Capital manage?
Up&Up Capital reports $137K across 8 accounts in assets under management.
How do I contact Sevak Khachatoorian?
Through Sevak's website, upandupcapitalinc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Glendale
Other advisors in California who focus on estate & legacy planning
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&Up Capital 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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