Dishmi Capital, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 336392
· SEC file 801-132899
· Pasadena, CA
· WWW.DISHMICAP.COM
☆ Save with Pro
ADV data as of Mar 25, 2026
- Regulatory AUM
- $215M
- Discretionary
- $215M
- Clients
- 76
- Avg AUM / client
- $2.8M
- Accounts
- 160
- Employees
- 4
AUM over time
$0
$215M
Dec 2024
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 76 | $215M | 100.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Hoi Ming Cheung | Registered representative | Jun 2025 (1y) | ||
| Shang Chou | Registered representative | Jun 2025 (1y) | ||
| Veronika O Lysyanska | Registered representative | Aug 2025 (1y) | ||
| Joshua Alan Benson | Registered representative | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $204M (95% of AUM) Mar 2026
- Charles Schwab & Co. $11.3M (5% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗