Company Overview
- Website
- uptowncapital.com
- Phone
- (214) 628-9508
- Employees
- 3
- Founded in
- 2014
- Industry
- Investment Bank/Securities Brokerage
- SIC Code
-
6722 - Management Investment Offices, Open-end
Financials & Stats
Revenue
$3B
Recent News & Media
Blog : Uptown Capital Advisors - Kemp Sawers
- Jul 3, 2025
- uptowncapital.com
RIA Compliance Group Form CRS - Form ADV Part 3
- Apr 28, 2025
- uptowncapital.com
Financial & Wealth Management Advisors in Dallas, TX
- Jun 18, 2024
- advisoralign.com
UPTOWN CAPITAL ADVISORS - Investment Adviser Firm
- Mar 2, 2020
- adviserinfo.sec.gov
Who We Are : Uptown Capital Advisors - Kemp Sawers
- Jan 28, 2020
- uptowncapital.com
UPTOWN CAPITAL ADVISORS
- Jan 27, 2020
- uptowncapital.com
Who is Uptown Capital Advisors
Uptown Capital Advisors is a Registered Investment Advisor based in Dallas, Texas. The firm, which employs 5 to 9 people, generates an annual revenue of $2.5 million. Uptown Capital Advisors is dedicated to providing clients with low-cost, tax-efficient investment solutions designed to simplify their financial lives. The company constructs customized, diversified investment portfolios primarily utilizing Exchange-Traded Funds (ETFs). Their asset allocation strategies are tailored to minimize risk while aligning with each client's individual long-term investment objectives. Uptown Capital Advisors aims to provide consistent, transparent, and unbiased investment advice to its clientele. Uptown Capital Advisors differentiates itself through its commitment to low-cost, tax-efficient investment strategies. Their focus on ETFs and customized portfolio construction allows them to cater to a wide range of client needs and risk tolerances. The firm emphasizes transparency and unbiased advice, building trust and long-term relationships with its investors. Clients interested in learning more about Uptown Capital Advisors' services can visit the company's website at www.uptowncapital.com.
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3M | 12 | Atlanta, GA | 2009 | |
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