Prakash Investment Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 163994
- Registered since
- April 25, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI91.47%
- Corporations / Businesses5.56%
- Individuals2.76%
- Charitable Organizations0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Prakash Investment Advisors LLC is an independent, individual‑owned RIA that registered with the SEC in 2024. The firm advises both individual and family clients as well as institutional and business accounts. Its advisory scope centers on financial planning and discretionary portfolio management for individuals, small businesses, and organizations. Compensation is primarily fee‑based, using a percentage of assets under management and, in some instances, hourly charges. The adviser is not structured as a capital allocator and does not identify as an active ESG investor, pension consultant, or related adviser. The snapshot data indicates it is not a multistate adviser, so its regulatory footprint appears limited relative to larger, multi-jurisdiction practices.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- Derivatives8%
- Cash & Cash Equivalents3%
- Private Funds2%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1
Prakash Simha
President And CEOCRD 2970036
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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