Up Capital Management, Inc.
● SEC registered since 2014CRD 164692SEC# 801-79503
Reg. AUM
$212.6M
Employees
4
Accounts
420
Location
—
Up Capital Management, Inc. assets under management
Up Capital Management, Inc. is an SEC-registered investment adviser. The firm has been registered since 2014. It reports $212.6 million in regulatory assets under management and employs 4 people.
Up Capital Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anton James Bayer Control | Chairman, Cco, Cfo, And Cio | Over 75% | 2012 |
| Nyle Bronson Bayer Control | Chief Executive Officer | Under 5% | 2026 |
Frequently asked questions
How much does Up Capital Management, Inc. manage?
Up Capital Management, Inc. reports $212.6 million in regulatory assets under management on its Form ADV.
How many employees does Up Capital Management, Inc. have?
Up Capital Management, Inc. reports 4 employees.
Does Up Capital Management, Inc. disclose fund performance?
Up Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 916-520-6420 |
| Fax | 916-797-1024 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$212.6M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$212.6Mregulatory AUM
Discretionary $160.5MNon-discretionary $52M