Advisor at Toups Capital Advisors LLC
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.
Firm
Toups Capital Advisors LLC
Location
Truckee, CA
Credentials
Series 65
Industry experience
3 years
Jason Toups is the principal advisor at Toups Capital Advisors LLC, an independent firm based in Truckee, CA. He holds a Series 65 designation and has three years of industry experience. Prior to founding his firm in 2022, he worked at several companies including Swayable and McKinsey & Company. Toups Capital Advisors provides ongoing portfolio management and customized investment planning for individual and high-net-worth clients. The firm employs a long-term, modern portfolio theory-based approach, offering a broad range of investment options including venture capital funds and commodities alongside traditional assets.
$0 - $149,999: 1.00% $150,000 - $249,999: 0.70% $250,000 - $349,999: 0.65% $350,000 - $499,999: 0.60% $500,000+: 0.50%
Truckee, CA
California
Toups Capital Advisors LLC
2022 - Present (4 years)
Swayable
2021 - 2024 (3 years)
Civitech
2021 - 2021 (1 year)
Alloy PBC
2020 - 2021 (1 year)
Ordway Labs
2019 - 2020 (1 year)
Self Employed Web Developer
2018 - 2019 (1 year)
Blueprint Interactive
2018 - 2018 (1 year)
Student
2018 - 2018 (1 year)
Helmer for Virginia
2017 - 2018 (1 year)
Cheryl Turpin for Virginia Beach
2017 - 2017 (1 year)
McKinsey & Company
2017 - 2017 (1 year)
N/a
2016 - 2017 (1 year)
Pennsylvania Coordinated Campaign
2016 - 2016 (1 year)
McKinsey & Company
2014 - 2016 (2 years)
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