Sanjeev Subnani
Subnani Investment Research · Austin, Texas
Sanjeev Subnani is a fee-only financial advisor at Subnani Investment Research in Austin, Texas. Sanjeev charges a percentage of assets and hourly fees (1.25% a year on the first tier of assets managed).
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Facts
| Firm | Subnani Investment Research |
|---|---|
| Based in | Austin, Texas |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $20.4M across 33 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6470047 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.sinvestsllc.com |
| Profile |
How Sanjeev's firm compares
- Subnani Investment Research's average account is about $619,000, from its Form ADV (assets managed divided by 33 accounts).
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Questions about Sanjeev
Is Sanjeev Subnani a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sanjeev holds no broker registration, and Subnani Investment Research reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sanjeev charge for financial advice?
Sanjeev charges a percentage of assets and hourly fees.
How much does Sanjeev charge?
According to Subnani Investment Research's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.
Where is Sanjeev Subnani based?
Sanjeev Subnani is based in Austin, Texas.
Is Sanjeev Subnani registered with the SEC?
Yes. Sanjeev Subnani is registered as an investment adviser representative in TX (CRD 6470047), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Subnani Investment Research manage?
Subnani Investment Research reports $20.4M across 33 accounts in assets under management.
How do I contact Sanjeev Subnani?
Through Sanjeev's website, www.sinvestsllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
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
- Subnani Investment Research 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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