Sandip Gokhale
Iron Oak Capital Management · El Paso, Texas
Sandip Gokhale is a fee-only financial advisor at Iron Oak Capital Management in El Paso, Texas, who holds the CFA credential. Iron Oak Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Iron Oak Capital Management |
|---|---|
| Based in | El Paso, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $13.0M across 73 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 5139435 |
| Exams passed | Series 65 (2012) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.ironoakcapital.com |
How Sandip's firm compares
- Iron Oak Capital Management's average account is about $178,000, from its Form ADV (assets managed divided by 73 accounts).
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Questions about Sandip
Is Sandip Gokhale a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sandip holds no broker registration, and Iron Oak Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sandip charge for financial advice?
Sandip's firm, Iron Oak Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Sandip Gokhale based?
Sandip Gokhale is based in El Paso, Texas.
What credentials does Sandip Gokhale hold?
Sandip Gokhale holds the CFA credential.
Is Sandip Gokhale registered with the SEC?
Yes. Sandip Gokhale is registered as an investment adviser representative in TX (CRD 5139435), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Iron Oak Capital Management manage?
Iron Oak Capital Management reports $13.0M across 73 accounts in assets under management.
How do I contact Sandip Gokhale?
Through Sandip's website, www.ironoakcapital.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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