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Jason Toups

Advisor at Toups Capital Advisors LLC — Truckee, CA

Updated today

Credentials

Series 65

Experience

3 years

Location

Truckee, CA

Toups Capital Advisors LLC logo

Toups Capital Advisors LLC

Independent

Total advisors

1

Clients per advisor

18 Typical

Avg AUM per client

$2,522,700 Very High

HNW client ratio

28% Typical

About

Jason Toups is the principal of Toups Capital Advisors LLC and holds a Series 65 designation. He has three years of industry experience and previously worked at firms including Swayable, Civitech, and Alloy PBC. Toups Capital Advisors provides portfolio management and financial planning services to individual and high-net-worth clients. The firm’s investment approach is based on modern portfolio theory and long-term trading, managing approximately $45 million across a small client base with diversified allocations and documented risk tolerances.

Client services

Based on Toups Capital Advisors LLC

Financial planning Portfolio management

Expertise

Based on Toups Capital Advisors LLC

Wealth management Real estate investing Private / alternative investments

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Fee options

Percentage

$0 - $500,000: Flat $4,000 annual fee $500,001+: 0.50% annually on assets above $500,000

Other

Minimum fee: $4,000 flat annual fee for assets up to $500,000

Location

Truckee, CA

Truckee CA

Advisors at this office

1

Most active in

California · Louisiana

Work history

3 years of industry experience

Toups Capital Advisors LLC

2022 - Present • 4 years

Truckee, CA

Swayable

2021 - 2024 • 3 years

San Francisco, CA

Civitech

2021 - 2021 • 1 year

Austin, TX

Alloy PBC

2020 - 2021 • 1 year

Washington, DC

Ordway Labs

2019 - 2020 • 1 year

Washington, DC

Self Employed Web Developer

2018 - 2019 • 1 year

Washington, DC

Blueprint Interactive

2018 - 2018 • 1 year

Washington, DC

Student

2018 - 2018 • 1 year

Washington, DC

Helmer for Virginia

2017 - 2018 • 1 year

Fairfax, VA

Cheryl Turpin for Virginia Beach

2017 - 2017 • 1 year

Virginia Beach, VA

McKinsey & Company

2017 - 2017 • 1 year

New York, NY

n/a

2016 - 2017 • 1 year

N/A, XX

Pennsylvania Coordinated Campaign

2016 - 2016 • 1 year

Pittsburgh, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Evan S

Series 65

Alpine Meadows, CA

Alpine Peaks Consulting

Evan Salke is the sole advisor at Alpine Peaks Consulting in Alpine Meadows, CA, holding a Series 65 designation with 15 years of industry experience. He has a long career background including roles at River Ranch Lodge and ongoing involvement with Salke Consulting and Alpine Meadows Ski Corp. Outside of investment advisory, he provides IT consulting, small business accounting, database setup, and web design through his firm. Alpine Peaks Consulting serves individuals, high net worth clients, families, and privately owned businesses, offering financial planning, investment analysis, and portfolio construction. The firm combines fundamental and technical analysis with tailored recommendations and conducts regular account reviews, managing most assets on a non-discretionary basis while also providing non-investment consulting services such as cash flow management and IT system support.

Cash flow / budgeting Founder/Business Owner
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John S

Series 63, Series 65

Incline Village, NV

Sullivan Capital Management

John Sullivan is the sole advisor at Sullivan Capital Management in Incline Village, Nevada. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Sullivan Capital Management has been continuously operating since 1984. The firm provides discretionary portfolio management for individuals and select institutions, focusing on U.S. stocks, ETFs, bonds, mutual funds, and money market instruments. Its investment approach combines fundamental and technical analysis with proprietary algorithms, emphasizing active, risk-aware management and diversification through broad-market ETFs alongside concentrated individual stock positions.

Active portfolio management Concentrated stock management Tax-loss harvesting Income planning
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Erin A

CFP®, Series 65

Incline Village, NV

Atlas Peak Advisors, Inc.

Erin Anderson is a CFP® and Series 65 credentialed financial advisor with 13 years of industry experience. She is the founder and sole advisor at Atlas Peak Advisors, Inc., an independent firm based in Incline Village, NV, where she has worked since 2013. Atlas Peak Advisors provides discretionary investment management and financial planning primarily for individuals and high-net-worth clients, as well as corporate and business clients. The firm employs a conservative, low-risk, top-down investment approach that integrates financial planning with portfolio management and offers specialized business-oriented planning services.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting
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Stephen C

Series 65

Incline Village, NV

Conte Asset Management, LLC

Stephen Conte is the sole advisor at Conte Asset Management, LLC in Incline Village, NV, holding a Series 65 credential with nine years of industry experience. He previously worked at Presidio Capital Advisors LLC and Shepherd Kaplan LLC. Outside of his advisory role, he serves as CFO of Blue Sky Corporate Ranch, LLC, a hospitality business. Conte Asset Management provides portfolio management services focused on high-net-worth individuals, tailoring investment recommendations based on client goals, time horizon, tax situation, and risk tolerance. The firm employs a combination of fundamental and quantitative analysis with an emphasis on long-term trading across diverse asset classes.

Wealth management Real estate investing Private / alternative investments
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David V

Series 65

Incline Village, NV

Vomund Investment Management, LLC

David Vomund is the sole advisor at Vomund Investment Management, LLC in Incline Village, NV. He holds a Series 65 designation and has 27 years of industry experience. He has operated Vomund Investment Services since 1993. Vomund Investment Management provides discretionary asset and portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm uses a combination of fundamental and technical analysis along with a proprietary, computer-generated style-rotation strategy for ETFs, alongside a Reduced Risk Income program focused on income generation through high-yield preferreds, floating-rate funds, bonds, and dividend-paying stocks.

Passive / index investing Active portfolio management Income planning
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Justin S

Series 66

Incline Village, NV

Just Advisors

Justin Spees is the sole advisor at Just Advisors, an independent registered investment adviser based in Incline Village, NV. He holds a Series 66 credential and has 17 years of industry experience. Prior to founding Just Advisors in 2016, he worked at Global Market Trading and served as an Assistant Professor and Chair of the Business Department at Sierra Nevada University from 2016 to 2022. Spees is also the director of Give The Dream Foundation, a nonprofit charity he has been involved with since 1997. Just Advisors provides tailored investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm manages approximately $5 million and includes corporate and charitable clients as part of its notable client mix.

Wealth management
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