Kishore Joshi
Joshi Capital Management · Cumming, Georgia
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.
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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 | $14.5M across 152 accounts |
| SEC registration | Investment adviser representative in CA, GA, TX · CRD 7157545 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.joshicm.com |
| Profile |
How Kishore's firm compares
- Joshi Capital Management's average account is about $95,000, from its Form ADV (assets managed divided by 152 accounts).
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Questions about Kishore
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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