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Prakash Investment Advisors LLC

Updated today

Client AUM

$152,142,371

Clients

80

Advisors

2

across 2 offices

About

The firm provides discretionary investment management and financial consulting primarily to individual and high-net-worth clients, as well as trusts and retirement accounts. It offers customized portfolio construction and ongoing client interaction, and is compensated on a percentage-of-assets basis while also providing hourly consulting for select engagements.

Investment decisions are grounded in fundamental analysis and tailored to each client’s goals and risk tolerance, with portfolios that may include individual equities, mutual funds, ETFs, corporate bonds, limited partnerships and other illiquid holdings. The firm typically pursues longer-term strategies but may trade for rebalancing or cash needs and explicitly uses options and other derivative strategies in separately managed accounts to hedge positions or gain exposure.

Compared with many peers, the firm is led by a sole owner who serves as president and chief compliance officer and functions as the primary supervisory person, operating a small team that manages roughly $161 million for about 80 clients on a discretionary basis. It also maintains an institutional custody relationship that provides technology and other benefits, discloses occasional due-diligence reimbursements from product sponsors, and accepts legacy or specialized holdings when they fit a client’s overall plan.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Passive / index investing Active portfolio management

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Fee options

Percentage

$0 - $1,000,000: 2.0% annually $1,000,001 - $2,000,000: 1.8% annually $2,000,001 - $3,000,000: 1.6% annually $3,000,001 - $4,000,000: 1.4% annually $4,000,001+: 1.0% annually

Project-based

$250 per hour, negotiable depending on circumstances

Main office

See office

Las Vegas NV

Advisors at this office

1

Most active in

California · Louisiana · Massachusetts · Nevada · New Hampshire · Texas

Also doing business as

Piar LLC · Prakash Investment Advisors LLC · Prakash Investment Solutions Inc.

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

Prakash S

Series 63, Series 65, Series 66

Las Vegas, NV

Prakash Investment Advisors LLC

Prakash Simha is a financial advisor at Prakash Investment Advisors LLC in Las Vegas, NV, with 28 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including The Strategic Financial Alliance, Inc., Investors Capital Corp., and Eastern Point Advisors Inc. since beginning his career in 2003. Prakash Investment Advisors LLC provides discretionary investment management and financial consulting primarily to individual and high-net-worth clients, as well as trusts and retirement accounts. The firm utilizes fundamental analysis to tailor portfolios to clients’ goals and risk tolerance, employing a mix of equities, mutual funds, ETFs, corporate bonds, limited partnerships, and other holdings, while also incorporating options and derivatives strategies.

Options & derivatives strategies Passive / index investing Active portfolio management
user avatar

Rishi T

Series 65

Dorchester, MA

Prakash Investment Advisors LLC

Rishi Tadi is a financial advisor at Prakash Investment Advisors LLC with a Series 65 designation and no prior industry experience. Before joining the firm in 2026, he worked at State Street Bank and Trust from 2017 to 2026. Prakash Investment Advisors LLC provides discretionary investment management and financial consulting primarily to individual and high-net-worth clients, as well as trusts and retirement accounts. The firm constructs customized portfolios and employs fundamental analysis tailored to client goals, using a range of securities including equities, bonds, and derivative strategies.

Options & derivatives strategies Passive / index investing Active portfolio management
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