Kapil Shiohare
Thinagee Investments · Bethesda, Maryland
Kapil Shiohare is a fee-only financial advisor at Thinagee Investments in Bethesda, Maryland. Thinagee Investments reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Thinagee Investments |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $265.4M across 188 accounts |
| SEC registration | Investment adviser representative in MD · CRD 4791201 |
| Exams passed | Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.thinagee.com |
| Profile |
How Kapil's firm compares
- Thinagee Investments's average account is about $1.4 million, from its Form ADV (assets managed divided by 188 accounts).
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Questions about Kapil
Is Kapil Shiohare a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kapil holds no broker registration, and Thinagee Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kapil charge for financial advice?
Kapil's firm, Thinagee Investments, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kapil Shiohare based?
Kapil Shiohare is based in Bethesda, Maryland.
Is Kapil Shiohare registered with the SEC?
Yes. Kapil Shiohare is registered as an investment adviser representative in MD (CRD 4791201), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Thinagee Investments manage?
Thinagee Investments reports $265.4M across 188 accounts in assets under management.
How do I contact Kapil Shiohare?
Through Kapil's website, www.thinagee.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bethesda
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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