Deep Think Investments

RIASEC Registered
Total AUM
$23.4M
Discretionary
$23.4M
100% of AUM
Avg account
$866K
Accounts
27
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
305920
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI98.98%
  • Individuals1.02%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Deep Think Investments is a small, independent RIA organized as a limited liability company that focuses on fee-based portfolio management and financial planning for individual and family clients. The firm charges a mix of percentage-of-AUM and fixed fees and operates as a discretionary manager across its client base. Investment activity centers on liquid equity markets, with a clear preference for exchange-traded securities; the firm appears to run concentrated equity-oriented strategies delivered through separately managed accounts and exchange-traded products. Deep Think Investments does not position itself as an ESG-focused manager, multi-state adviser, pension consultant, or capital allocator to external managers, and its business scope is oriented toward individuals and small businesses rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Satyadeep Tummala

    Satyadeep Tummala

    Chief Executive ManagerCRD 7181537

Contacts

2 of 2
  • Rajesh Tummala

    Rajesh Tummala

    CCO, Managing MemberCRD 7181536

  • Hymavathi Tummala

    Office ManagerCRD 7181538

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth