Thinagee Investments Inc.
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 165054
· SEC file 801-132510
· Chevy Chase, MD
· WWW.THINAGEE.COM
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ADV data as of Mar 17, 2026
- Regulatory AUM
- $265M
- Discretionary
- $261M
- Clients
- 40
- Avg AUM / client
- $6.6M
- Accounts
- 188
- Employees
- 1
AUM over time
$210M
$265M
Dec 2024
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 11 | $4.9M | 1.85% |
| High net worth individuals | 29 | $261M | 98.2% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kapil Sunderlal Shiohare | Registered representative | Aug 2012 (14y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 907 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Sei Investments Distribution Co. $125M (47% of AUM) Mar 2026
- Charles Schwab & Co. $120M (45% of AUM) Mar 2026
- Northern Trust $22.5M (11% of AUM) Jul 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗