Subnani Investment Research, LLC
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About
Subnani Investment Research, LLC provides financial planning and discretionary portfolio management to individuals, high‑net‑worth clients, small businesses, and retirement plan sponsors. Services described in the brochure include broad-based and modular financial planning, investment consultation, ongoing portfolio supervision, and retirement‑plan advice delivered under separate engagement terms.
The firm’s investment approach blends fundamental, technical, and cyclical analysis with strategies such as core‑and‑satellite, value, and contrarian techniques, and it may use ETFs and options for diversification or hedging. As a fiduciary the firm documents the rationale for retirement‑plan recommendations and maintains formal oversight of rollover advice, including compliance‑level review of such recommendations.
Distinctive features include a relatively small client base—about $20.4 million in assets across 24 client relationships—combined with an explicit pension‑consulting capability for plan sponsors, a service noted as uncommon among similar independent firms. The brochure also highlights complimentary educational workshops on personal finance and investing that are presented as general, non‑solicitation sessions and are integrated into the firm’s client education offerings.
Client services
Expertise
Fee options
$0 - $499,999: 1.25% $500,000 - $999,999: 1.15% $1,000,000 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.90% $5,000,000 - $7,499,999: 0.85% $7,500,000 - $9,999,999: 0.75% $10,000,000 - $19,999,999: 0.65% $20,000,000 - Above: 0.55%
$50 to $100 per month
Main office
Leander TX
Advisors at this office
1
Most active in
Texas
Also doing business as
K.S.I.G. · Krupen & Subnani Investment Group, LLC · Ksig · North Advisor Group · Subnani Investment Research, LLC · Subnani, Sanjeev Kumar
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.
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