NACOGDOCHES, TXCRD 324250Latest ADV March 24, 2026
Uptick Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Nacogdoches, TX. Its latest Form ADV filing, dated March 24, 2026, reports $1.1B in regulatory assets under management, 25 employees, 6 offices, and 3,886 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.7% of total clients.
Top client categories% of clientsClients
1
Individuals
66.7%
760
2
HNWI
32.9%
375
3
Charitable
0.3%
3
4
Corporations
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 24, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts3,886
10Y AUM Change+$1.1B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee46:1
10Y Employee Change+24 (+2400.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.