$23.4M Total AUM
$23.4M Disc. AUM
-- 3Y CAGR
3 Employees
24 ADV. Clients
6 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Quantum atlasHorizon +more
- Established Date
- 09-01-2019
- Office Locations
- 1
Office Locations
-- Leander TX
About Deep Think Investments
Deep Think Investments is an independent, fee-only RIA providing investment management and comprehensive financial, retirement, and transition planning for individuals, retirees, and business owners. The firm builds custom portfolios with a distinct, methodical, client-first approach and primarily uses ETFs. Based in Leander, TX, it custodies with Interactive Brokers.
Team overview
-- AVG AGE
$11.7M AVG AUM / ADVISOR
$974.0K AVG AUM / CLIENT
5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Foundation legacy
Client Personas
Crest
Custodian
Vital radial Unison focus Eagle fusion Fusion Beacon
Investment Themes
Oak vector Atlas fusion Beacon
Investment Vehicles
Quantum
Services
Insight ember Value optima Momentum Prime vector Horizon Signal Prime Oak
Technology
Oak Matrix Delta
Owner & Executives
R
Rajesh Tummala
Chief Compliance Officer, Managing Member
- CRD
- #7181536
- Ownership
- 25% but less than 50%
(877) 821-6834
oak.crest@vitalcapital.com
in linkedin.com/in/horizon-zenith
S
Satyadeep tummala
--
- CRD
- #7181537
- Ownership
- 25% but less than 50%
(693) 963-7979
capital.momentum@signalcapital.com
in linkedin.com/in/matrix-pioneer
S
Signal crest
Legacy foundation
- CRD
- #82394
- Ownership
- 20.7%
(692) 395-1540
vital.legacy@vectorcapital.com
in linkedin.com/in/momentum-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,376,837 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,376,837 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,376,837
Equity - Exchange:
71.1% Cash:
28.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,064,292,359 | 71.1% |
| Cash | $1,652,011,944 | 28.9% |
| Total | $5,716,304,303 | 100.0% |