Toups Capital Advisors LLC

The firm provides ongoing portfolio management and tailored investment planning for individual and high-net-worth clients, producing written Investment Policy Statements and implementing model or customized allocations across mutual funds, ETFs, equities, fixed income, real estate funds (including REITs) and other vehicles. It accepts both discretionary and non-discretionary mandates and also advises on assets held away.

Its investment approach is grounded in modern portfolio theory and a long-term trading orientation, with client risk tolerance and time horizon documented in the IPS and accounts reviewed at least quarterly. The firm recommends institutional custody and emphasizes seeking best execution, while disclosing receipt of research and other soft-dollar benefits from custodians that may influence broker selection.

What is noteworthy relative to peers is the breadth of permitted investments for a small advisory practice—including venture capital funds, commodities and precious‑metal ETFs, TIPS and non-U.S. securities—alongside more traditional holdings. The brochure also highlights governance choices and conflicts-awareness uncommon in many peers: an explicit written fiduciary acknowledgement for retirement accounts, a stated refusal to accept performance-based fees or proxy‑voting authority, and a disclosed potential conflict related to its fee scheduling and soft‑dollar arrangements.