Shrey Patel
Ataraxis Capital · Durham, North Carolina
Shrey Patel is a fee-only financial advisor at Ataraxis Capital in Durham, North Carolina, who holds the CFA credential. Ataraxis Capital reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Facts
| Firm | Ataraxis Capital |
|---|---|
| Based in | Durham, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $983K across 7 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NC, TX · CRD 6164248 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | ataraxiscap.com |
How Shrey's firm compares
- Ataraxis Capital's average account is about $140,000, from its Form ADV (assets managed divided by 7 accounts).
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Questions about Shrey
Is Shrey Patel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shrey holds no broker registration, and Ataraxis Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shrey charge for financial advice?
Shrey's firm, Ataraxis Capital, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Shrey Patel based?
Shrey Patel is based in Durham, North Carolina.
What credentials does Shrey Patel hold?
Shrey Patel holds the CFA credential.
Is Shrey Patel registered with the SEC?
Yes. Shrey Patel is registered as an investment adviser representative in NC and TX (CRD 6164248), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ataraxis Capital manage?
Ataraxis Capital reports $983K across 7 accounts in assets under management.
How do I contact Shrey Patel?
Through Shrey's website, ataraxiscap.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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