Shri Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Shri Advisors serves individual clients — including both high-net-worth and non-HNW households — through separately managed investment accounts and hourly investment consulting. The firm manages about $101 million in client assets across discretionary and non-discretionary mandates and typically accepts accounts starting around $100,000.
The firm uses a modern portfolio theory framework and implements several distinct strategies in individual accounts: a bottom-up value equity strategy, tactical asset-allocation using ETFs, and a long-term market-timing ETF model. Portfolios are actively rebalanced and allocation tilts are made based on objective valuations and trend signals, with the firm noting the transaction, liquidity, and tax considerations inherent in ETF-based and rebalancing strategies.
Distinctive features include a small, two-advisor team led by professionals with advanced statistical training and extended consulting and corporate backgrounds, and an exclusive focus on separately managed accounts rather than pooled vehicles. Shri Advisors operates on a fee-only basis, does not engage in soft-dollar arrangements or custody client assets, does not aggregate client orders across accounts, and relies on custodial brokerage statements rather than routine firm-generated written performance reports.
Client services
Expertise
Fee options
Under $1,000,000 - $1,000,000: 0.80% (Stocks and ETFs portfolio) $1,000,000 - $2,000,000: 0.70% (Stocks and ETFs portfolio) $2,000,001 - $5,000,000: 0.60% (Stocks and ETFs portfolio) $5,000,001 - $10,000,000: 0.50% (Stocks and ETFs portfolio) Under $1,000,000 - $1,000,000: 0.75% (Only ETFs portfolio) $1,000,000 - $2,000,000: 0.65% (Only ETFs portfolio) $2,000,001 - $5,000,000: 0.55% (Only ETFs portfolio) $5,000,001 - $10,000,000: 0.50% (Only ETFs portfolio) Under $1,000,000 - $1,000,000: 0.65% (Only Mutual Funds portfolio) $1,000,000 - $2,000,000: 0.60% (Only Mutual Funds portfolio) $2,000,001 - $5,000,000: 0.55% (Only Mutual Funds portfolio) $5,000,001 - $10,000,000: 0.50% (Only Mutual Funds portfolio) Under $1,000,000 - $1,000,000: 0.50% (Only 401K Choices portfolio) $1,000,000 - $2,000,000: 0.45% (Only 401K Choices portfolio) $2,000,001 - $5,000,000: 0.40% (Only 401K Choices portfolio) $5,000,001 - $10,000,000: 0.35% (Only 401K Choices portfolio)
$250/hour for consulting services, billed in half-hour increments, or fixed negotiated fee.
Account minimum: $100,000 Fee-only: Advisory fees only; no commissions or additional fees charged by firm itself.
Main office
Dayton NJ
Advisors at this office
2
Most active in
New Jersey · Oregon · Texas
Also doing business as
Shri Advisors · Shri Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
Advisors at this firm
Sambasivan A
Series 65
Dayton, NJ
Shri Advisors
Sambasivan Amarnath is a financial advisor at Shri Advisors with 13 years of industry experience. He holds a Series 65 designation and has been with Shri Advisors since 2013. The firm serves individual clients, including both high-net-worth and non-high-net-worth households, managing approximately $101 million in client assets through separately managed accounts and hourly investment consulting. Shri Advisors employs a modern portfolio theory framework with multiple distinct strategies, focusing exclusively on separately managed accounts and operating as a fee-only advisory.
Sharada A
Series 65
Dayton, NJ
Shri Advisors
Sharada Amarnath is a financial advisor at Shri Advisors with 13 years of industry experience. She holds a Series 65 designation and has been with Shri Advisors since 2013. The firm serves individual clients, including high-net-worth and non-HNW households, managing approximately $101 million in client assets. Shri Advisors uses a modern portfolio theory framework to implement distinct investment strategies, focusing exclusively on separately managed accounts with a fee-only structure.
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