# Ravi Malhotra

> Ravi Malhotra is a fee-only financial advisor at Oak & Reed Capital Management in Brooklyn, New York. Oak & Reed Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Oak & Reed Capital Management
- **Based in:** Brooklyn, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $19M across 39 accounts
- **CRD:** 2857898 (https://adviserinfo.sec.gov/individual/summary/2857898)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 63 (2003), Series 66 (2005)
- **Firm size:** 2 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Ravi Malhotra a fee-only financial advisor?

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

### How does Ravi charge for financial advice?

Ravi's firm, Oak & Reed Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Ravi Malhotra based?

Ravi Malhotra is based in Brooklyn, New York.

### Is Ravi Malhotra registered with the SEC?

Yes. Ravi Malhotra is registered as an investment adviser representative in NY and TX (CRD 2857898), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Oak & Reed Capital Management manage?

Oak & Reed Capital Management reports $19M across 39 accounts in assets under management.

### How do I contact Ravi Malhotra?

Contact details aren't on file yet. Search for Oak & Reed Capital Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2857898): 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.