Omkara Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Omkara Capital provides ongoing portfolio management, financial planning and optional 529 account consulting for individual and high‑net‑worth clients. The firm’s investable universe includes mutual funds, fixed income, equities, ETFs (including precious metal and leveraged ETFs), options, cryptocurrency and non‑U.S. securities.
The firm documents client objectives and risk tolerance in an Investment Policy Statement and applies both fundamental and technical analysis, blending long‑term investing with tactical asset allocation across passive and sector ETFs, mutual funds and individual equities. Accounts are generally managed on a discretionary basis and model portfolios are tailored to client restrictions and cash‑flow needs; the firm also offers pro bono financial planning to portfolio management clients to clarify objectives.
Operational features that distinguish the firm from many peers include a requirement that clients use specific custodians (the brochure identifies Interactive Brokers and Charles Schwab Advisor Services) and a stated practice of not aggregating trades for multiple client accounts, which the firm says may result in less favorable execution on some trades. The availability of a one‑time 529 consulting option and the explicit inclusion of higher‑risk instruments such as leveraged ETFs, options and cryptocurrency in its strategy are additional points that may be relevant to prospective clients.
Client services
Expertise
Fee options
$299 one-time fee for 529 Account Consulting Services
1.00% annually
Main office
Redington Shores FL
Advisors at this office
1
Most active in
Florida · Illinois · Ohio · Texas
Also doing business as
Dasani, Sanjay H · Omkara Capital LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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