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UPSPRING CAPITAL LLC

Advisory

DALLAS, TX

Data as of Apr 7, 2026 · Source: SEC Form ADV

Rank in TX
#1,436
of 2,813 advisers by AUM
Average account
$985K
across 101 accounts
AUM per adviser
$100M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 7, 2026.

Total AUM
$100M
Discretionary %
96.4%
Clients
30
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$100M
Discretionary AUM$96M
Non-Discretionary AUM$4M
Discretionary %96.4%
Total Clients30
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

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

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VISTA AMERICAN CORPORATION
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$100M
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RW GLOBAL INVESTORS, LLC
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WESTMONT ADVISORY, LLC
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HOLBROOK MANAGEMENT, LLC
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