SC
SC

Shang Chou

7 Years of Experience
West Lake Hills, TX

Shang Chou is a registered investment advisor at Dishmi Capital, LLC, based in West Lake Hills, TX, with 7 years of industry experience. Shang operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 53 clients with $140M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$144.2M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

West Lake Hills, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Dishmi Capital, LLC
June 2025 - Present · 11 mos
Caerus Investment Advisors, LLC
June 2025 - Present · 11 mos
Previous Registrations
Goldman Sachs & CO. LLCBroker
July 2020 - July 2021 · 1 yr
J.P. Morgan Securities LLCBroker
June 2018 - June 2020 · 2 yrs
Pimco Investments LLCBroker
March 2011 - September 2014 · 3 yrs 6 mos
State Registrations2 states
CATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.