Ashish Shah is a registered investment advisor at Syon Capital LLC, based in San Francisco, CA, with 6 years of industry experience. Ashish operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 54 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable.
Fee Estimator
Location
555 Montgomery St., Ste 1250, San Francisco, CA, 94111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Ashish is the principal of Moonlight Capital LLC (since 2015) and SNAK LLC (since 2021), both involved in direct real estate investments. He spends minimal time on each LLC to generate rental income.
Employment History
Current Registrations
Syon Capital LLC
Previous Registrations
Evoke Advisors
Oakhurst Capital Advisors, LLC
F/m Investments LLC
First Western Capital Management Company
State Registrations1 state
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