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Deep Think Investments

Updated today

Client AUM

$23,376,837

Clients

24

Advisors

2

of 3 employees

About

Deep Think Investments provides discretionary and non‑discretionary asset management and project‑based financial planning to individuals, high‑net‑worth clients, corporations and other business entities. Its investment menu includes stocks, bonds, mutual funds, ETFs, REITs and options, and the firm does not participate in wrap fee programs.

The firm uses a mix of charting (technical analysis), fundamental analysis and Modern Portfolio Theory and implements both long‑ and short‑term strategies that are tailored through individual Investment Policy Statements. Accounts are managed separately and the adviser can operate on a discretionary basis with ongoing supervision, while financial planning is typically delivered as a one‑time written plan unless further engagement is agreed.

With approximately $23.4 million in assets under management across 24 clients, the firm’s average client account size is relatively large for a two‑advisor practice, creating a client base that is smaller and more concentrated than many peers. Operationally, the firm does not aggregate trade orders, does not receive soft‑dollar benefits, and leaves proxy voting to clients — practices that distinguish it from firms that routinely aggregate trades or accept third‑party research credits.

Client services

Financial planning Portfolio management

Expertise

Real estate investing Options & derivatives strategies

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Fee options

Fixed

$500 - $5,000

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001+: Negotiable

Main office

Leander TX

Advisors at this office

2

Most active in

Texas

Also doing business as

Deep Think Investments · Deep Think Investments, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Rajesh T

Series 65

Leander, TX

Deep Think Investments

Rajesh Tummala is a financial advisor at Deep Think Investments with six years of industry experience. He holds a Series 65 designation and previously worked at Nokia Corporation for 19 years. Outside of his advisory role, he is the managing member of Bright Feather Holdings, a family investment management entity. Deep Think Investments offers discretionary and non-discretionary asset management and project-based financial planning to individuals, high-net-worth clients, corporations, and other business entities. The firm employs a combination of technical analysis, fundamental analysis, and Modern Portfolio Theory to implement tailored long- and short-term investment strategies.

Real estate investing Options & derivatives strategies
user avatar

Satyadeep T

Series 65

Leander, TX

Deep Think Investments

Satyadeep Tummala is a financial advisor at Deep Think Investments with a Series 65 credential and seven years of industry experience. Prior to joining the firm, he worked at the University of Oregon for seven years. He is a passive partner in Bright Feather Holdings, LLC, which manages family assets. Deep Think Investments provides discretionary and non-discretionary asset management and project-based financial planning to individuals, high-net-worth clients, corporations, and other business entities. The firm employs a combination of technical analysis, fundamental analysis, and Modern Portfolio Theory to implement tailored long- and short-term investment strategies.

Real estate investing Options & derivatives strategies
View complete list of advisors at this firm
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