Announcements from Up Capital Management, including leadership changes and partnerships. For media inquiries, write to hello@upcapitalmgmt.com.
Up Capital Management introduces the Wealth Score, a free 12-question assessment that turns how much of a financial life is designed on purpose into one number.
Up Capital Management · October 14, 2026 · 2 min read
Up Capital Management announces a strategic partnership with Modelist, bringing institutional-grade investment research and custom model portfolio capabilities to its fee-only fiduciary advisory practice.
Up Capital Management · · 1 min read
Multigenerational succession at the Roseville-based RIA. Founder Anton Bayer, CFP®, transitions to Chairman and Chief Investment Officer.
Up Capital Management · June 9, 2026 · 3 min read