Sri Palasamudram
DisruptiveSecularGrowth · Moutian View, California
Sri Palasamudram is a fee-only financial advisor at DisruptiveSecularGrowth in Moutian View, California. Sri charges a percentage of assets.
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Facts
| Firm | DisruptiveSecularGrowth |
|---|---|
| Based in | Moutian View, California |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $35.4M across 80 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7077642 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.disruptiveseculargrowth.com |
| Profile |
How Sri's firm compares
- DisruptiveSecularGrowth's average account is about $443,000, from its Form ADV (assets managed divided by 80 accounts).
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Questions about Sri
Is Sri Palasamudram a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sri holds no broker registration, and DisruptiveSecularGrowth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sri charge for financial advice?
Sri charges a percentage of assets.
Where is Sri Palasamudram based?
Sri Palasamudram is based in Moutian View, California.
Is Sri Palasamudram registered with the SEC?
Yes. Sri Palasamudram is registered as an investment adviser representative in CA (CRD 7077642), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DisruptiveSecularGrowth manage?
DisruptiveSecularGrowth reports $35.4M across 80 accounts in assets under management.
How do I contact Sri Palasamudram?
Through Sri's website, www.disruptiveseculargrowth.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
- DisruptiveSecularGrowth 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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