Benjamin Wolcott Upward
Investment Adviser Representative at Azimuth Capital Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Benjamin Wolcott Upward is an investment adviser representative with Azimuth Capital Management in Bloomfield Hills, MI, where they have been registered since 2023. They have worked in the securities industry since 2002 and have been registered with 3 firms, including Synchronicity and Robinson Capital Management, LLC. They have passed 8 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Michigan.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Synchronicity Futures, LLCJul 2015 – Jul 2023Birmingham, MI
- GlobalChain Partners, LLCJun 2018 – Dec 2020Troy, MI
- GlobalChain Group, Inc.Jul 2018 – Dec 2020Troy, MI
- Trestle Point, LLCNov 2018 – Oct 2020Memphis, TN
- ScapelogicFeb 2018 – Mar 2018Farmington Hills, MI
- Synchronicity Investments LtdMay 2019 – Dec 2020Birmingham, MI
- Synchronicity Venture Fund LPMay 2019 – Dec 2020Birmingham, MI
- ChainLogic Fund LPNov 2017 – Apr 2023Birmingham, MI
- Totle Inc.Nov 2017 – Oct 2021Birmingham, MI
- Gecko GovernanceJul 2018 – Dec 2022Dundalk
- Six ForksOct 2020 – Dec 2021Detroit, MI
- Azimuth Capital ManagementMay 2023 – no end date reportedBloomfield Hills, MI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Azimuth Capital Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
- Firm account minimum
- $1,000,000 (waivable)
- Equity/Balanced - First $5M1.00%
- Equity/Balanced - Next $20M0.75%
- Equity/Balanced - Above $25M0.50%
- Fixed-Income - First $2M0.50%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Bloomfield Hills, MI
- SEC file number:
- 801-123448
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Azimuth Capital Management
9 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Benjamin Wolcott Upward has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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