Motiwala Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,607,156
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
27
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
27
Average account size
$392,858
About
Motiwala Capital provides discretionary investment management and financial planning to private individuals, high‑net‑worth clients, and small businesses, managing roughly $10.6 million across a limited client base. Services are delivered through separately managed accounts that hold publicly traded equities, debt, and options, with ongoing planning and reporting provided to clients.
The firm employs a bottom‑up value approach for its US capital appreciation strategy, building relatively concentrated portfolios while estimating intrinsic value from company filings and third‑party research. It also runs a Japan‑focused capital appreciation strategy that uses more quantitative selection and a Shariah‑compliant (Halal) strategy that applies business and financial screens before fundamental analysis.
Noteworthy aspects disclosed in the brochure include an available performance‑based fee arrangement for qualified clients, with performance measured after fees and subject to a high‑water mark, a structure that is uncommon among similar independent advisers. The combination of a Japan‑specialist strategy, a formal Halal offering, and a reported significant non‑U.S. client presence distinguishes the practice from many peers of comparable size.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
ESG / Sustainable investing
Fee options
Flat fees for comprehensive financial plans may be offered; fees are negotiable.
1.00% annually (charged quarterly at 0.25%)
Financial planning services at $250 per hour, negotiable.
20% of annualized account profit with high water mark; paid annually in arrears.
Account minimum: $100,000 Fee-only: Fee-only advisor; no commissions received.
Main office location
Motiwala Capital
Irving TX, United States
Number of offices
1
Most active in
Motiwala Capital has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
X
Instagram
Website
817-689-5115
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