RIA Intel›Advisers›Colorado›UPSLOPE CAPITAL MANAGEMENT, LLC

UPSLOPE CAPITAL MANAGEMENT, LLC

Advisory

Data as of Apr 22, 2026 · Source: SEC Form ADV

Average account

$2M

across 6 accounts

AUM per adviser

$15M

1 adviser

Source: SEC Form ADV. Figures as filed Apr 22, 2026.

Total AUM

$15M

Discretionary %

100%

Clients

1

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$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

1 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

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

CORNERSTONE FINANCIAL PLANNING, LLC

$15M

DELAGIFY FINANCIAL, LLC

$14M

ADAGE INVESTMENT ADVISORS, L.L.C.

$14M

GORHAM WEALTH MANAGEMENT, LLC

GOLDEN, CO

$14M

NORTON-BARKLEY ASSET MANAGEMENT,LLC

$14M

O'ROURKE FINANCIAL LLC

LITTLETON, CO

$15M

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