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Samir Patel

Advisor at Askeladden Capital

Updated today
Askeladden Capital logo

Firm

Askeladden Capital

Location

Colleyville, TX

Credentials

Series 65

Industry experience

10 years

About

Samir Patel is a Series 65-licensed financial advisor with nine years of industry experience. He has been the sole advisor at Askeladden Capital Management LLC since 2015. Askeladden Capital is an independent, single-advisor firm that provides discretionary portfolio management through separately managed accounts and manages private funds for institutional clients such as trusts, family offices, and charitable organizations. The firm employs a value-oriented investment approach focused on micro-, small-, and mid-cap equities over a multi-year horizon and incorporates AI-assisted research tools in its process.

Client services

Based on Askeladden Capital

Portfolio management

Expertise

Based on Askeladden Capital

Active portfolio management Concentrated stock management Private / alternative investments

Fee options

Performance-based

30% of net profits exceeding the S&P 1000 index over each 3-year period, assessed every 3 years with a hurdle carry forward

Other

Account minimum: $100,000

Location

Colleyville, TX

Most active in

California · New Jersey · Texas

Work history

Askeladden Capital Management LLC

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Michelle V

CFP®

Fort Worth, TX

Waymaker Financial Planning

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Government Employee Christian Faith Based Gen X (Born 1965-1980)
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Options & derivatives strategies Tax-loss harvesting Retirement income strategy General estate planning guidance Cash flow / budgeting
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Anthony N

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Grand Prairie, TX

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Active portfolio management
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Richard O

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General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Lacy R

CFP®, Series 66

Fort Worth, TX

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Passive / index investing Tax-loss harvesting Cash flow / budgeting Business ownership considerations
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Kevin F

CFA®, Series 63, Series 65

Keller, TX

Freeman Global Investment Counsel

Active portfolio management Concentrated stock management Private / alternative investments
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