A complete list of active advisors currently associated with DocShah Financial, LLC

Warmer can help you find a great advisor at DocShah Financial, LLC or one who fits your needs even better.

DocShah Financial provides discretionary asset management, financial planning, and portfolio review services to individuals, high‑net‑worth clients, trusts, small businesses and estates. The firm manages roughly $4.2 million for a small client base and also offers public educational seminars in addition to its advisory services. Its investment process draws on a mix of fundamental and technical analysis, charting, Monte Carlo simulations and modern portfolio theory to construct and monitor portfolios, and the firm typically operates under discretionary trading authority with quarterly account reviews. Financial plans and portfolio reviews are delivered on an expedited timeline contingent on client materials, and advisory services are billed using a percentage‑of‑assets model with fees deducted from client custodial accounts. A distinguishing feature is the firm’s provision of public seminars — presented for general education rather than individualized tax or investment advice — a service relatively uncommon among independent advisors. The firm’s principal also maintains a public profile as an author and engages in other outside activities (writing, acting, athletic pursuits) that are disclosed as occupying a small portion of time and are represented as not creating conflicts of interest.

To learn more about the advisors currently working at DocShah Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Raul Shah	Ellicott City, MD	3

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