RIA Intel›Advisers›California›UP&UP CAPITAL, INC.

UP&UP CAPITAL, INC.

Advisory

GLENDALE, CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in CA
#5,411
of 5,480 advisers by AUM
Average account
$17K
across 8 accounts
AUM per adviser
$137K
1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$137K
Discretionary %
100%
Clients
7
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$137K
Discretionary AUM$137K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients7
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
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.

EARTHLY PBC
TIBURON, CA
$136K
PARTNERVEST ADVISORY SERVICES LLC
SANTA BARBARA, CA
$135K
-100.0% 1Y
ENDURANCE CAPITAL PARTNERS, LLC
PALO ALTO, CA
$139K
BAKER & ASSOCIATES REGISTERED INVESTMENT ADVISORS, LLC
$140K
PASSFOLIO ADVISERS, LLC
SAN FRANCISCO, CA
$141K
MY ADVISORS, LLC
PORTOLA HILLS, CA
$132K

Get the full picture on UP&UP CAPITAL, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track UP&UP CAPITAL, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans