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Advisor

Sunil Sharma

Proyash Capital Management · Darien, Connecticut

Sunil Sharma is a fee-only financial advisor at Proyash Capital Management in Darien, Connecticut, who holds the CFP and CFA credentials. Proyash Capital Management reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only CFPCFA

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Facts

FirmProyash Capital Management
Based in Darien, Connecticut
Fee model (firm's Form ADV)Percentage of assets
Assets under management$2.5M across 50 accounts
CredentialsCFP · CFA
SEC registration Investment adviser representative in CT · CRD 6178436
Exams passedSeries 66 (2013)
Firm size2 employees
Disclosures None reported
Websitewww.proyashcapital.com
LinkedInProfile

How Sunil's firm compares

  • Proyash Capital Management's average account is about $50,000, from its Form ADV (assets managed divided by 50 accounts).

What fee-only advisors charge in Connecticut

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Questions about Sunil

Is Sunil Sharma a fee-only financial advisor?

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

How does Sunil charge for financial advice?

Sunil's firm, Proyash Capital Management, reports charging a percentage of assets on its SEC Form ADV.

Where is Sunil Sharma based?

Sunil Sharma is based in Darien, Connecticut.

What credentials does Sunil Sharma hold?

Sunil Sharma holds the CFP and CFA credentials.

Is Sunil Sharma registered with the SEC?

Yes. Sunil Sharma is registered as an investment adviser representative in CT (CRD 6178436), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Proyash Capital Management manage?

Proyash Capital Management reports $2.5M across 50 accounts in assets under management.

How do I contact Sunil Sharma?

Through Sunil's website, www.proyashcapital.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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