# Mehta Services Company

> Mehta Services Company is a state-registered investment advisory firm, registered since 2008, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 15, 2025.

- CRD: 144140
- Filed as: MEHTA SERVICES COMPANY
- Legal name: Mehta, Ketan, J
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Virginia
- Filing period: October 2026
- Form ADV filing dated: August 15, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/144140
- AdvisorCensus page: https://advisorcensus.com/firm/mehta-services-company-144140

## Quick answers

**How is Mehta Services Company compensated?**
On its Form ADV (Item 5.E, October 2026), Mehta Services Company reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Mehta Services Company registered with the SEC or a state?**
Mehta Services Company is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 144140.

**How much does Mehta Services Company manage?**
Mehta Services Company reports $14,619,918 in regulatory assets under management in its Form ADV filing dated August 15, 2025 (100% discretionary).

**What types of clients does Mehta Services Company serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (8).

**Does Mehta Services Company report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/144140

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $14,619,918
- Discretionary: $14,619,918
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 8 | $14,619,918 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mehta Services Company (CRD 144140): Form ADV filing data as of October 2026.