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Akhil Abhijit Shah

Holmes Investment Management, Inc.

Brockton, MA

CRD 8210426

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Employer firm

Holmes Investment Management, Inc. CRD 123920

$49.5M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Holmes Investment Management, Inc.

839 Pleasant Street Rear, Brockton, MA 02301 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-28
TX RA APPROVED 2026-03-02
  • FL RA
    APPROVED
    Since 2026-05-28
  • TX RA
    APPROVED
    Since 2026-03-02

Branch Locations

839 Rear Pleasant Street, Brockton, MA 02301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Holmes Investment Management, Inc. Brockton MA 04/2023 Present
Atharva Real Infra Pvt. Ltd. Raipur 09/2018 08/2021
Angel One Pvt. Mumbai 02/2018 08/2021
Avenues Payments Ltd. Mumbai 06/2018 08/2018
Bansal Infraprojects Private Limited Raipur 03/2021 08/2021
London School Of Economics London 09/2017 08/2021
Boston University Boston MA 09/2021 01/2023
Full-Time Education/Switching Major To Economics Mumbai 04/2015 08/2017
  • 04/2023 → Present
    Holmes Investment Management, Inc.
    Brockton, MA
  • 09/2018 → 08/2021
    Atharva Real Infra Pvt. Ltd.
    Raipur
  • 02/2018 → 08/2021
    Angel One Pvt.
    Mumbai
  • 06/2018 → 08/2018
    Avenues Payments Ltd.
    Mumbai
  • 03/2021 → 08/2021
    Bansal Infraprojects Private Limited
    Raipur
  • 09/2017 → 08/2021
    London School Of Economics
    London
  • 09/2021 → 01/2023
    Boston University
    Boston, MA
  • 04/2015 → 08/2017
    Full-Time Education/Switching Major To Economics
    Mumbai
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-07
  • S65 Uniform Investment Adviser Law Examination
    2025-11-07

View on SEC IAPD

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