# Kishore Joshi

> Kishore Joshi is a fee-only financial advisor at Joshi Capital Management in Cumming, Georgia. Joshi Capital Management reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kishore-joshi/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Joshi Capital Management
- **Based in:** Cumming, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Performance-based fees
- **Assets under management (firm):** $14.5M across 152 accounts
- **CRD:** 7157545 (https://adviserinfo.sec.gov/individual/summary/7157545)
- **SEC registration:** Investment adviser representative in CA, GA, TX
- **Exams passed:** Series 65 (2019)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.joshicm.com

## Frequently asked questions

### Is Kishore Joshi a fee-only financial advisor?

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

### How does Kishore charge for financial advice?

Kishore's firm, Joshi Capital Management, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.

### Where is Kishore Joshi based?

Kishore Joshi is based in Cumming, Georgia.

### Is Kishore Joshi registered with the SEC?

Yes. Kishore Joshi is registered as an investment adviser representative in CA, GA and TX (CRD 7157545), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Joshi Capital Management manage?

Joshi Capital Management reports $14.5M across 152 accounts in assets under management.

### How do I contact Kishore Joshi?

Through Kishore's website, www.joshicm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7157545): 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

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