$4.2M Total AUM
$4.2M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Delta alpha
- Established Date
- 07-26-2023
- Office Locations
- 1
Office Locations
-- Ellicott City MD
About Docshah Financial, LLC
DocShah Financial provides financial planning and investment management for athletes, professionals, and families, including retirement planning, portfolio reviews, insurance support, and educational seminars. Founder Raul Shah uses a fundamentals-driven value-investing process (hand-calculating company fair value) and offers the DocShah Signature Portfolio for clients seeking aggressive growth. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$4.2M AVG AUM / ADVISOR
$127.6K AVG AUM / CLIENT
3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
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Asset Classes
Horizon
Client Personas
Horizon
Custodian
Glacier frontier Pathway
Investment Themes
Optima Unison legacy
Investment Vehicles
Vertex
Services
North optima Focus Radial Zenith north Glacier
Technology
Ember
Owner & Executives
Raul R Shah
Broker, Chief Compliance Officer, Managing Member
- CRD
- #7782585
- Ownership
- 75% or more
(680) 623-9448
bridge.fusion@deltacapital.com
in linkedin.com/in/optima-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,210,695 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,210,695 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,210,695
Equity - Exchange:
13.1% Cash:
27.3% Public Funds:
24.0% Corporate - Investment Grade:
18.1% U.S. Government/Agency:
17.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $296,536,127 | 13.1% |
| Cash | $617,972,235 | 27.3% |
| Public Funds | $543,272,294 | 24.0% |
| Corporate - Investment Grade | $409,717,855 | 18.1% |
| U.S. Government/Agency | $396,136,049 | 17.5% |
| Total | $2,263,634,560 | 100.0% |