Ravi Malhotra
Oak & Reed Capital Management · Brooklyn, New York
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.
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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 | $19M across 39 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 2857898 |
| Exams passed | Series 63 (2003) · Series 66 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Ravi's firm compares
- Oak & Reed Capital Management's average account is about $487,000, from its Form ADV (assets managed divided by 39 accounts).
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Questions about Ravi
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.
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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