DFX Intelligence

Data Factory

RIA / WealthAdvisor18 years in industry

ASHISH JITENDRA SHAH

Advisor at SYON CAPITAL LLC

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2c893caf-cef6-d657-56b4-0283ac58b0f4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Jan 30, 2020 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SYON CAPITAL LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Jan 7, 2020
First registration: Jan 30, 2020
Dual registered: no
IAPD individual key: 3102697

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SYON CAPITAL LLC	Independent wealth	Apr 22, 2024	n/a	yes	SAN FRANCISCO, CA	Current employment
EVOKE ADVISORS	Independent wealth	May 22, 2023	Apr 22, 2024	no	LOS ANGELES, CA	Previous registration
OAKHURST CAPITAL ADVISORS, LLC	Former SEC adviser	Jan 20, 2021	Aug 22, 2023	no	Los Angeles, CA\|WASHINGTON, DC	Previous registration
F/M INVESTMENTS LLC	Asset manager	Dec 23, 2020	Aug 22, 2023	no	Los Angles, CA\|WASHINGTON, DC	Previous registration
FIRST WESTERN CAPITAL MANAGEMENT COMPANY	Former SEC adviser	Jan 30, 2020	Dec 4, 2020	no	DENVER, CO\|Los Angeles, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EVOKE ADVISORS	SYON CAPITAL LLC	Apr 22, 2024	Apr 22, 2024	0	Firm change	RIA to RIA
F/M INVESTMENTS LLC	OAKHURST CAPITAL ADVISORS, LLC	Aug 22, 2023	Jan 20, 2021	-944	Firm change after gap	Other
OAKHURST CAPITAL ADVISORS, LLC	EVOKE ADVISORS	Aug 22, 2023	May 22, 2023	-92	Firm change after gap	RIA to RIA
FIRST WESTERN CAPITAL MANAGEMENT COMPANY	F/M INVESTMENTS LLC	Dec 4, 2020	Dec 23, 2020	19	Firm change	RIA to RIA

Relationships

Registered with (5)

→ SYON CAPITAL LLCRegistered adviserregistration: current employment
Apr 22, 2024 to presentfactForm ADV
→ EVOKE ADVISORSRegistered adviserregistration: previous registration
May 22, 2023 to Apr 22, 2024factForm ADV
→ F/M INVESTMENTS LLCRegistered adviserregistration: previous registration
Dec 23, 2020 to Aug 22, 2023factForm ADV
→ OAKHURST CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 20, 2021 to Aug 22, 2023factForm ADV
→ FIRST WESTERN CAPITAL MANAGEMENT COMPANYRegistered adviserregistration: previous registration
Jan 30, 2020 to Dec 4, 2020factForm ADV

Dated events

Occurred
Apr 22, 2024
Advisor changed firm
Ashish Jitendra Shah left Evoke Advisors for Syon Capital Llc (registered 2024-04-22)
Form ADVobserved 5 days ago
Occurred
Aug 22, 2023
Advisor changed firm
Ashish Jitendra Shah left Oakhurst Capital Advisors, Llc for Evoke Advisors (registered 2023-05-22)
Form ADVobserved 5 days ago
Occurred
Aug 22, 2023
Advisor changed firm
Ashish Jitendra Shah left F/M Investments Llc for Oakhurst Capital Advisors, Llc (registered 2021-01-20)
Form ADVobserved 5 days ago