Nidhi Capital, LLC

RIASEC Registered
Total AUM
$10M
Discretionary
$10M
100% of AUM
Avg account
$251K
Accounts
40
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
157319
Custodians
INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • Individuals95.35%
  • Charitable Organizations4.65%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Nidhi Capital, LLC is a small independent registered investment adviser that focuses on fee-based relationships with individual and family clients. The firm positions itself as a capital allocator, blending discretionary portfolio management with financial planning and advisory services for individuals, small businesses and institutions. Its service mix includes ongoing portfolio management, pension consulting, and educational seminars, and its fee arrangements are flexible—covering percentage-of-AUM, hourly, fixed-fee and performance-based structures. Investment activity centers on public market equities, with the firm showing a clear preference for exchange-traded instruments as the primary vehicle for client exposure. That equity tilt suggests the firm builds liquid, tradable portfolios that can be adjusted quickly, while reserving a portion of client capital for externally managed alternative real estate exposure and mutual funds where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Ravi Kumar Devisetty

    Chief Investment OfficerCRD 5908746

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth