Sevak Khachatoorian
Advisor at UP&UP Capital, Inc. — Glendale, CA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
5 years
Location
Glendale, CA 91204
UP&UP Capital, Inc.
Independent
Total advisors
1Clients per advisor
7 LowAvg AUM per client
$19,505 Very LowHNW client ratio
0% LowSevak Khachatoorian is the sole advisor at UP&UP Capital, Inc., holding a Series 65 designation with five years of industry experience. Prior to founding UP&UP Capital, he was president and commodity trader at Minor To Major Capital, Inc., and worked as an independent trader for 14 years. Outside of his advisory and trading roles, he provides in-home supportive services. UP&UP Capital is a small independent firm serving individuals, small businesses, and corporate clients with financial planning, portfolio management, and educational workshops. The firm employs a blend of fundamental and technical analysis, integrates active and passive management, and includes a range of asset classes such as equities, fixed income, commodities, and ETFs tailored to client risk profiles.
Based on UP&UP Capital, Inc.
Based on UP&UP Capital, Inc.
$0 - $249,999: 1.75% annually $250,000 - $499,999: 1.25% annually $500,000 - $999,999: 1.00% annually $1,000,000 - $2,999,999: 0.85% annually $3,000,000 - $4,999,999: 0.65% annually $5,000,000+: 0.55% annually
$400 per hour for financial planning, billed in 10-minute increments
Fee-only: Hourly fee of $400 per hour for financial planning, billed in 10-minute increments; educational workshops fee of $400 per event (may vary)
Glendale, CA
127 South Brand Blvd, Suite 232
Glendale CA 91204
Advisors at this office
1
California
5 years of industry experience
UP&UP Capital, Inc.
2021 - Present • 5 years
Glendale, CA
Minor To Major Capital, Inc.
2020 - Present • 6 years
Glendale, CA
Independent Trader
2006 - 2020 • 14 years
Glendale, CA
In-Home Supportive Services
2002 - Present • 24 years
Glendale, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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