DISHMI CAPITAL, LLC

Overview

Dishmi Capital, LLC is an independent registered investment adviser operating as a limited liability company that focuses on wealth management for individuals and families. The firm acts as a capital allocator, blending direct portfolio management with the selection and oversight of third‑party managers. Service lines include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, pension consulting and the selection of other advisers. Investment practice is equity‑centric: exchange‑traded equities and ETFs form the core of client portfolios, while mutual funds and outsourced managers are used to fill strategic or tactical gaps. Dishmi Capital charges clients on a percentage‑of‑AUM fee basis and does not identify as an active ESG investor.

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Location & Offices