$77.4M Total AUM
$76.9M Disc. AUM
-- 3Y CAGR
1 Employees
56 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- HarborTimber +more
- Established Date
- 05-01-2019
- Office Locations
- 1
Office Locations
-- Walnut Creek CA
About Dhamma Capital
Dhamma Capital is a Walnut Creek, CA fee-only RIA providing investment management and financial planning, including retirement, tax, estate, and cross-border planning. The firm serves individuals such as entrepreneurs and retirees and supports both retail and institutional relationships. Portfolios emphasize public funds, U.S. government/agency bonds, and ETFs; custody includes Charles Schwab.
Team overview
-- AVG AGE
$77.4M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Wave insight Atlas oak Legacy Quantum Vital vector Optima momentum
Client Personas
Quantum insight Zenith
Custodian
Eagle
Investment Themes
Glacier Insight crest Meridian unison Beacon alpha
Investment Vehicles
Crest
Platform
Glacier Vital
Services
Zenith prime Meridian Value matrix Horizon Radial Pioneer frontier Alpha Insight pioneer Pioneer Eagle
Technology
Summit momentum Peak fusion Bridge focus
Owner & Executives
SUNANDAN KISHORBHAI CLERK
Chief Compliance Officer, Financial Advisor, Managing Member, Principal
- CRD
- #6457600
- Ownership
- 75% or more
(825) 726-5454
meridian.meridian@quantumcapital.com
in linkedin.com/in/radial-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,867,447 | -- |
| Non-Discretionary | $517,982 | -- |
| Total | $77,385,429 | -- |
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Separately Managed Accounts
Total SMA Asset: $77,385,429
Public Funds:
14.9% Equity - Exchange:
27.1% U.S. Government/Agency:
28.3% Cash:
29.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $946,183,777 | 14.9% |
| Equity - Exchange | $1,720,911,432 | 27.1% |
| U.S. Government/Agency | $1,797,114,153 | 28.3% |
| Cash | $1,886,017,326 | 29.7% |
| Total | $6,350,226,688 | 100.0% |