Toups Capital Advisors LLC

Toups Capital Advisors LLC provides ongoing portfolio management and investment planning for individual and high‑net‑worth clients, tailoring Investment Policy Statements to each client’s goals, time horizon, and risk tolerance. The firm advises across a broad set of investment types — including mutual funds, ETFs, equities, fixed income, real estate pooled investments (explicitly noting REITs and Delaware statutory trusts), commodities, and venture capital funds — and accepts both discretionary and non‑discretionary mandates.

The firm’s investment approach is grounded in modern portfolio theory and a long‑term trading orientation, with documented risk tolerances, quarterly portfolio reviews, and monthly custodial reporting. Toups Capital Advisors maintains custodial relationships with both Charles Schwab and Altruist Financial LLC, and its client agreements grant the firm authority to enroll eligible accounts in Altruist’s optional platform services (for example, automated tax management and bundled subscription programs) when it determines those services are beneficial.

Distinctive features include a small client roster (18 clients) managing approximately $45.4 million in assets, implying a relatively high average account size, and the use of less‑common vehicles for a firm of this scale such as DSTs and venture capital funds. The brochure also discloses the firm’s recent addition of Altruist as a second qualified custodian and candidly describes potential conflicts tied to custodial platform benefits and soft‑dollar arrangements; no disciplinary history is reported.