A complete list of active advisors currently associated with Toups Capital Advisors LLC

Warmer can help you find a great advisor at Toups Capital Advisors LLC or one who fits your needs even better.

Toups Capital Advisors provides ongoing portfolio management and financial planning to individual and high-net-worth clients. The firm prepares an investment policy statement for each client and typically implements those plans on a discretionary basis, managing roughly $45 million across a small number of client relationships. The firm’s investment approach is grounded in modern portfolio theory and long-term trading, using model allocations together with client-specific recommendations and documented risk tolerances. Toups Capital Advisors invests across a broad set of vehicles — including mutual funds, ETFs, fixed income, real-estate pooled investments (explicitly noting DSTs and REITs), venture capital funds, commodities, and precious-metal ETFs — and accommodates client-imposed restrictions and tax-management tools where appropriate. Noteworthy operational features include the use of two custodians and the adviser’s ability to enroll accounts in optional custodial platform services (such as automated tax management and bundled subscription programs) under its advisory agreement, arrangements the firm discloses as potential conflicts of interest. The brochure also discloses receipt of custodial technology and practice‑management benefits and the firm’s practice of charging for assets under advisement for accounts it advises but does not trade, which distinguish it from many peers.

To learn more about the advisors currently working at Toups Capital Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.