RIA Intel›Advisers›Georgia›JOSHI CAPITAL MANAGEMENT, LLC

JOSHI CAPITAL MANAGEMENT, LLC

Advisory

Data as of Jan 15, 2026 · Source: SEC Form ADV

Average account

$95K

across 152 accounts

AUM per adviser

$15M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM

$15M

Discretionary %

100%

Clients

59

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients59

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, GA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

59 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

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ETHAN WILLIAM ANDREWS

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$15M

BUNNEN FINANCIAL MANAGEMENT LLC

$14M

COCHRAN WEALTH LLC

$14M

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