# Adarsh Shyamsundar

> Adarsh Shyamsundar is a fee-only financial advisor at Polaris Capital Management in El Dorado Hills, California. Adarsh charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $8,000 a year and one-time plans from $500) and focuses on equity compensation.

Page: https://find.wellspent.co/advisors/adarsh-shyamsundar/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Polaris Capital Management
- **Based in:** El Dorado Hills, California
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $8,000 a year; one-time plans from $500; 1% a year on the first tier of assets managed; a $150,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $10.0M across 39 accounts
- **Specialties:** Equity compensation
- **CRD:** 7477000 (https://adviserinfo.sec.gov/individual/summary/7477000)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2021)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.polariscapitalmanagement.net/

## Frequently asked questions

### Is Adarsh Shyamsundar a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adarsh holds no broker registration, and Polaris Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adarsh charge for financial advice?

Adarsh charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Adarsh charge?

According to Polaris Capital Management's website, checked October 30, 2026: ongoing planning from $8,000 a year; one-time plans from $500; 1% a year on the first tier of assets managed; a $150,000 asset minimum.

### Where is Adarsh Shyamsundar based?

Adarsh Shyamsundar is based in El Dorado Hills, California.

### What does Adarsh specialize in?

Adarsh's specialties include equity compensation.

### Is Adarsh Shyamsundar registered with the SEC?

Yes. Adarsh Shyamsundar is registered as an investment adviser representative in CA and TX (CRD 7477000), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Polaris Capital Management manage?

Polaris Capital Management reports $10.0M across 39 accounts in assets under management.

### How do I contact Adarsh Shyamsundar?

Through Adarsh's website, www.polariscapitalmanagement.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7477000): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.polariscapitalmanagement.net/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.