Sanjay Dasani
Omkara Capital · Redington Shores, Florida
Sanjay Dasani is a fee-only financial advisor at Omkara Capital in Redington Shores, Florida. Sanjay charges a percentage of assets.
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Facts
| Firm | Omkara Capital |
|---|---|
| Based in | Redington Shores, Florida |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $40.4M across 136 accounts |
| SEC registration | Investment adviser representative in FL, IL, OH, TX · CRD 6385557 |
| Exams passed | Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.omkaracapital.com |
| Profile |
How Sanjay's firm compares
- Omkara Capital's average account is about $297,000, from its Form ADV (assets managed divided by 136 accounts).
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Questions about Sanjay
Is Sanjay Dasani a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sanjay holds no broker registration, and Omkara Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sanjay charge for financial advice?
Sanjay charges a percentage of assets.
Where is Sanjay Dasani based?
Sanjay Dasani is based in Redington Shores, Florida.
Is Sanjay Dasani registered with the SEC?
Yes. Sanjay Dasani is registered as an investment adviser representative in FL, IL, OH and TX (CRD 6385557), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Omkara Capital manage?
Omkara Capital reports $40.4M across 136 accounts in assets under management.
How do I contact Sanjay Dasani?
Through Sanjay's website, www.omkaracapital.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
- Omkara Capital website : specialties, clients served, and fees, checked October 30, 2026
- 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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