Nyle Bronson Bayer
Investment adviser representative at Up Capital Management, Inc.
11 yearsExperience
1 stateRegistered in
$212.6MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- WealthreachMay 2026 to now
- Modelist, Inc.Dec 2023 to now
- Up Capital Management, Inc.Jun 2015 to now
- Future Proof (advisor Circle)Jun 2022 to Apr 2026
- Onramp InvestSep 2021 to Jun 2022
- Helios Integrated PlanningApr 2019 to Sep 2021
- Helios Quantitative Research, LLCNov 2018 to Sep 2021
- Financial Time Traveler, Inc.May 2016 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Up Capital Management, Inc.
$212.6MAssets managed
167Clients
2Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5790764
- Firm CRD
- 164692