South Beach Capital Management, LLC

South Beach Capital Management, LLC (CRD# 153451) is a financial advisory firm headquartered in Bainbridge Island, WA. They manage $13,121,876 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $1,457,986
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at South Beach Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard G. Thomas
CRD#: 1070461
Bainbridge Island, WA
83
Wealthminder
score

Richard Thomas (CRD# 1070461) is an Investment Advisor Representative working at South Beach Capital Management, LLC in Bainbridge Island, WA and has over 33 years of experience in the finance industry.

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