UPHOLDINGS

UPHOLDINGS of NASHVILLE, TN is an SEC-registered investment adviser (CRD 301340). Regulatory assets under management: $51.3M.

Registration

• CRD: 301340
• SEC file number: 801-119773
• Type: Registered investment adviser
• Location: 1030 16TH AVE S, NASHVILLE, TN, 37212
• Phone: 615-669-8699
• Latest filing: 2026-01-23
• Regulatory AUM: $51.3M
• Discretionary AUM: $51.3M
• Clients: 2
• Accounts: 41

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301340 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search