Sunandan Clerk
Dhamma Capital · Walnut Creek, California
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.
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Specialties
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 |
| Assets under management | $77.4M across 150 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 6457600 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | dhammacap.com |
| Profile |
How Sunandan's firm compares
- Dhamma Capital's average account is about $516,000, from its Form ADV (assets managed divided by 150 accounts).
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Questions about Sunandan
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.
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
- Dhamma 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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