P
Prakash Investment Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$152,142,371
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
80
76% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
80
Very HighAverage account size
$1,901,780
About
Prakash Investment Advisors LLC is an SEC-registered independent advisory firm that provides discretionary portfolio management and financial consulting to a mix of individuals, high-net-worth households, trusts and estates, defined contribution plans, charitable organizations, and pension or profit-sharing plans. The firm also offers retirement-account advice and pension consulting, and acts as a fiduciary under ERISA/IRC when providing advice to retirement accounts.
The firm builds customized portfolios through fundamental analysis and ongoing client interaction, typically using individual equities, mutual funds, ETFs, corporate bonds and, when appropriate, limited partnerships or other illiquid investments. PIAR may also employ derivatives — notably options strategies in separately managed accounts — to hedge positions or obtain targeted exposure, and it may maintain concentrated or legacy holdings consistent with client objectives.
Distinctive features include active work with charitable organizations and with pension/profit-sharing plan clients plus explicit pension consulting services, a combination that is uncommon among solo independent advisors. The practice manages a modest number of client relationships with roughly $161 million in discretionary assets, and is overseen by a principal with an advanced scientific degree, which informs a research-driven, small-firm approach.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Concentrated stock management
Fee options
$0 - $1,000,000: 2.0% annually $1,000,000 - $2,000,000: 1.8% annually $2,000,000 - $3,000,000: 1.6% annually $3,000,000 - $4,000,000: 1.4% annually $4,000,000+: 1.0% annually
$250 per hour (negotiable)
Fee-only: Consulting services at $250 per hour (negotiable)
Main office location
Prakash Investment Advisors LLC
Las Vegas NV, United States
Number of offices
1
Most active in
Prakash Investment Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California · Louisiana · Massachusetts · Nevada · New Hampshire · 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.
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