# Sunandan Clerk

> Sunandan Clerk is a fee-only financial advisor at Dhamma Capital in Walnut Creek, California, who holds the CFP and CFA credentials. Sunandan focuses on retirement planning. Dhamma Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/sunandan-clerk/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Dhamma Capital
- **Based in:** Walnut Creek, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $77.4M across 150 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Retirement planning
- **CRD:** 6457600 (https://adviserinfo.sec.gov/individual/summary/6457600)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://dhammacap.com

## Frequently asked questions

### Is Sunandan Clerk a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sunandan holds no broker registration, and Dhamma Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Sunandan charge for financial advice?

Sunandan's firm, Dhamma Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Sunandan Clerk based?

Sunandan Clerk is based in Walnut Creek, California.

### What does Sunandan specialize in?

Sunandan's specialties include retirement planning.

### What credentials does Sunandan Clerk hold?

Sunandan Clerk holds the CFP and CFA credentials.

### Is Sunandan Clerk registered with the SEC?

Yes. Sunandan Clerk is registered as an investment adviser representative in CA and TX (CRD 6457600), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Dhamma Capital manage?

Dhamma Capital reports $77.4M across 150 accounts in assets under management.

### How do I contact Sunandan Clerk?

Through Sunandan's website, dhammacap.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6457600): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://dhammacapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.