Firm profile

SINDIA CAPITAL ADVISERS, LLC

SOMERS POINT, NJCRD 333325Latest ADV March 30, 2026

Sindia Capital Advisers, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Somers Point, NJ. Its latest Form ADV filing, dated March 30, 2026, reports $423M in regulatory assets under management, 1 employee, and 33 accounts.

Assets Under Management
$423M
Employees
1
Offices
--
Total Clients
13
Primary office
SOMERS POINT, NJ
741 1ST STREET, SOMERS POINT, NJ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(484) 908-9118
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCOJonathan M. Chesshire

Advisory services offered

2 types reported
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 38.5% of total clients.
Top client categories% of clientsClients
1
Individuals
38.5%
5
2
Charitable
30.8%
4
3
HNWI
23.1%
3
4
FAMILY OFFICE
7.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
High net worth individuals (HNWI)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$423Mas of March 30, 2026
Discretionary8.9%
$38M
9% of total RAUM8.9%
Non-discretionary91.1%
$386M
91% of total RAUM91.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$423M
Total Accounts33
10Y AUM Change+$423M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1
Clients per Employee13:1
10Y Employee Change-1 (-50.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.