THINAGEE INVESTMENTS INC.

RIASEC RegisteredEst. 2025
Total AUM
$265M
Discretionary
$261M
98% of AUM
Avg account
$1.4M
Accounts
188
Employees
1
Advisory reps
1

Firm details

Headquarters
CHEVY CHASE, Maryland
CRD number
165054
Registered since
April 23, 2025
Website
www.thinagee.com
Custodians
SEI INVESTMENTS DISTRIBUTION CO., CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI98.15%
  • Individuals1.85%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Thinagee Investments Inc. is an independent registered investment adviser owned by an individual and registered with the SEC in 2025. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets arrangement with the option for hourly billing. Thinagee reports it is not an active ESG investor, does not act as a capital allocator, and does not operate as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

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: US Government Bonds 52%, Public Funds/Mutual Funds 23%, Exchange Traded Equities 13%, Cash & Cash Equivalents 8%, Private Funds 3%, State & Local Bonds 1%52%
  • US Government Bonds52%
  • Public Funds/Mutual Funds23%
  • Exchange Traded Equities13%
  • Cash & Cash Equivalents8%
  • Private Funds3%

Contacts

1 of 1

  • KAPIL SHIOHARE

    Co-Founder and Portfolio ManagerCRD 4791201

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHEVY CHASE, MD

MONTGOMERY

Location

CHEVY CHASE, MD

Headquartered in CHEVY CHASE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
2 Wisconsin Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth