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TOUPS CAPITAL ADVISORS LLC

Advisory

CA

Data as of Jul 27, 2026 · Source: SEC Form ADV

Rank in CA
#3,549
of 5,480 advisers by AUM
Average account
$688K
across 66 accounts
AUM per adviser
$45M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 27, 2026.

Total AUM
$45M
Discretionary %
100%
Clients
18
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$45M
Discretionary AUM$45M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients18
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

UNITED GLOBAL ADVISORS, LLC
BEVERLY HILLS, CA
$45M
RILEY INVESTMENT MANAGEMENT LLC
LOS ANGELES, CA
$45M
-72.3% 1Y
DURAN CAPITAL MANAGEMENT, LLC
SANTA BARBARA, CA
$45M
BROWNING CAPITAL MANAGEMENT LLC
$45M
-75.2% 1Y
BRISTOL CAPITAL ADVISORS, LLC
LOS ANGELES, CA
$45M
BUTLER FINANCIAL SERVICES, LTD.
WESTLAKE VILLAGE, CA
$45M

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