Firm
Up Capital Management
Bulverde, Texas
Fee-only
Facts
| Based in | Bulverde, Texas |
|---|---|
| Website | upcapitalmgmt.com |
| [email protected] | |
| Phone | (916) 520-6420 |
Up Capital Management fees
Up Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $213 million |
| Individual clients | 105 |
| Financial planning | Offered |
| Form ADV filed | May 8, 2026 |
| SEC record | CRD 164692 |