Prakash Investment Advisors LLC

RIASEC RegisteredEst. 2024

Total AUM

$161M

Discretionary

$161M

100% of AUM

Avg account

$569K

Accounts

284

Employees

Advisory reps

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

FINTRX

Overview

Prakash Investment Advisors LLC is an independent, SEC-registered registered investment adviser formed as an LLC and registered in 2024. The firm is owner-operated (individual ownership) and serves both high-net-worth individuals and families as well as institutional clients. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. Compensation is primarily fee-based—charging a percentage of assets under management—with the option for hourly billing for certain engagements. The firm does not identify as an active ESG investor and is not structured as a multi-state or related adviser.