A complete list of active advisors currently associated with Upholdings
Warmer can help you find a great advisor at Upholdings or one who fits your needs even better.
Upholdings primarily serves high‑net‑worth individuals through discretionary portfolio management and separate account services, and also provides guidance on retirement plan rollovers and tailored investment solutions. The firm delivers services under written investment advisory agreements and executes trading through custodians such as Interactive Brokers and Altruist Financial. The investment approach centers on fundamental bottom‑up research, a rigorous valuation discipline, and a long‑term horizon, with an emphasis on risk management and client‑specific customization. Upholdings conducts regular rebalancing, seeks to minimize investment‑related taxes, and requests detailed financial information (net worth statements, tax returns, and outside holdings) during onboarding to align portfolios with each client’s objectives and liquidity needs. Noteworthy for a firm of its size, Upholdings has a passive minority owner with material interests in a separate investment adviser/private funds manager, while disclosing that it does not recommend those affiliated funds — an affiliation that is relatively uncommon among peers. The firm operates with a small advisory team and a limited number of client relationships, leaves proxy voting to clients rather than voting on their behalf, and reported approximately $51.3 million in discretionary assets under management in its most recent Brochure.
To learn more about the advisors currently working at Upholdings, 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.
Name |
Location |
Years of experience |
|---|---|---|
Nashville, TN
| 5
| |
Charleston, SC
| 3
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")