Up Capital Management, Inc.

Up Capital Management, Inc. (CRD# 164692) is a financial advisory firm headquartered in Granite Bay, CA. They manage $159,266,156 in 224 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    159
    MILLION
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $711,010
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Up Capital Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Anton J. Bayer
CRD#: 1043657
5955 Granite Lake Drive, Suite 120, Granite Bay, CA 95746
96
Wealthminder
score

Anton Bayer (CRD# 1043657) is an Investment Advisor Representative working at Up Capital Management, Inc. in Granite Bay, CA and has over 31 years of experience in the finance industry. Anton Bayer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Nyle B. Bayer
CRD#: 5790764
5955 Granite Lake Drive, Suite 120, Granite Bay, CA 95746
87
Wealthminder
score

Nyle Bayer (CRD# 5790764) is an Investment Advisor Representative working at Up Capital Management, Inc. in Granite Bay, CA and has over 2 years of experience in the finance industry.

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