{
  "crd_number": 321054,
  "slug": "uplifting-capital-san-rafael-ca-321054",
  "primary_business_name": "UPLIFTING CAPITAL",
  "legal_name": "UPLIFTING CAPITAL MANAGEMENT, LLC",
  "dbas": [],
  "city": "San Rafael",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "exempt",
  "registration_status": "State ERA - ACTIVE",
  "registration_date": "2026-09-01",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-03-17",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 1,
  "states_registered": [],
  "websites": [
    "https://linkedin.com/company/uplifting-capital/about",
    "https://open.spotify.com/show/0kpMKtsJVk3VWjxvriedk8",
    "https://podcasts.apple.com/ie/podcast/uplifting-conversations-the-impact-engagement-podcast/id1648258550",
    "https://upliftingcapital.com",
    "https://upliftingcapital.com/podcasts",
    "https://youtube.com/channel/UCvychMkGrKPmE6Cr0QtDi0w"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/321054",
  "disclosure_items": [
    {
      "item": "11.F",
      "question": "Has an authorization to act as an attorney, accountant, or federal contractor granted to the firm or an advisory affiliate ever been revoked or suspended?"
    }
  ],
  "city_as_filed": "SAN RAFAEL",
  "url": "https://advisorcensus.com/firm/uplifting-capital-san-rafael-ca-321054",
  "display_name": "Uplifting Capital",
  "summary": "Uplifting Capital is an exempt reporting adviser in San Rafael, CA, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Uplifting Capital (CRD 321054): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Uplifting Capital located?",
      "a": "Uplifting Capital's principal office is in San Rafael, CA, according to its Form ADV."
    },
    {
      "q": "How does Uplifting Capital report to regulators?",
      "a": "Uplifting Capital is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 321054."
    },
    {
      "q": "Does Uplifting Capital report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.F (authorization as an attorney, accountant, or federal contractor revoked or suspended). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/321054"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/uplifting-capital-san-rafael-ca-321054.md",
  "clients": [],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/321054",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}