Alupka Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$77,246,636
Clients
34
68% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
34
HighAverage account size
$2,271,960
About
Alupka Asset Management is an independent registered investment adviser that provides discretionary portfolio management to individuals and some pension plans. It reports managing about $77 million across roughly 34 client accounts and focuses on income-and-growth-oriented portfolios that can include highly speculative yet fully liquid publicly traded securities.
Investment decisions are driven by a combination of fundamental research and technical analysis, drawing on paid research services and public financial publications. Portfolios are multi-strategy and constructed to seek long-term total returns and tax-advantaged dividend income while emphasizing capital preservation and low volatility; the firm conducts daily portfolio reviews and will accept client-imposed investment restrictions.
Compared with many peers, the firm explicitly blends a dividend-income emphasis with technical timing for entry and exit and an expressed willingness to hold speculative positions within managed accounts. The brochure discloses no outside business affiliations, use of custodial platforms that provide research and technology services, and that accounts are managed on a discretionary basis.
Client services
Portfolio management
Expertise
Income planning
Active portfolio management
Fee options
1% per year of assets under management, billed quarterly
Account minimum: $100,000
Main office location
Alupka Asset Management
60 E. Little Ave., Suite 201
Driggs ID 83422, United States
Number of offices
3
Most active in
Alupka Asset Management has reported serving >5 clients in these states in the last 12 months.
California · Idaho · Wyoming
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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