Thompson Davis Asset Management

Thompson Davis Asset Management (CRD# 41353) is a financial advisory firm headquartered in Richmond, VA. They manage $107,426,728 in 450 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $238,726
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, VA, WA, WI

Financial Advisors at Thompson Davis Asset Management
Showing 1 - 10 of 11 top financial advisors.
1
Danielle E. Davis
CRD#: 3250356
15 South 5th Street, Richmond, VA 23219
93
Wealthminder
score

Danielle Davis (CRD# 3250356) is an Investment Advisor Representative working at Thompson Davis Asset Management in Richmond, VA and has over 10 years of experience in the finance industry.

2
William D. Davis
CRD#: 2056775
15 South 5th Street, Richmond, VA 23219
93
Wealthminder
score

William Davis (CRD# 2056775) is an Investment Advisor Representative working at Thompson Davis Asset Management in Richmond, VA and has over 27 years of experience in the finance industry.

3
Louis D. Dworsky
CRD#: 1689624
15 S. 5th Street, Richmond, VA 23219
93
Wealthminder
score

Louis Dworsky (CRD# 1689624) is an Investment Advisor Representative working at Thompson Davis Asset Management in Richmond, VA and has over 30 years of experience in the finance industry.

4
Kristina W. Marsh
CRD#: 4841343
15 South 5th Street, Richmond, VA 23219
93
Wealthminder
score

Kristina Marsh (CRD# 4841343) is an Investment Advisor Representative working at Thompson Davis Asset Management in Richmond, VA and has over 12 years of experience in the finance industry.

5
Larry G. McClanahan
CRD#: 2179894
15 South 5th Street, Richmond, VA 23219
93
Wealthminder
score

Larry McClanahan (CRD# 2179894) is an Investment Advisor Representative working at Thompson Davis Asset Management in Richmond, VA and has over 26 years of experience in the finance industry.

6
Brant C. Jones
CRD#: 5945363
15 South 5th Street, Richmond, VA 23219
90
Wealthminder
score

Brant Jones (CRD# 5945363) is an Investment Advisor Representative working at Thompson Davis Asset Management in Richmond, VA and has over 4 years of experience in the finance industry.

7
Read M. Northen
CRD#: 849473
15 South 5th Street, Richmond, VA 23219
83
Wealthminder
score

Read Northen (CRD# 849473) is an Investment Advisor Representative working at Thompson Davis Asset Management in Richmond, VA and has over 33 years of experience in the finance industry.

8
Edward H. Thompson
CRD#: 445674
15 South 5th Street, Richmond, VA 23219
83
Wealthminder
score

Edward Thompson (CRD# 445674) is an Investment Advisor Representative working at Thompson Davis Asset Management in Richmond, VA and has over 33 years of experience in the finance industry.

9
Walter H. Young
CRD#: 2526191
15 South 5th Street, Richmond, VA 23219
83
Wealthminder
score

Walter Young (CRD# 2526191) is an Investment Advisor Representative working at Thompson Davis Asset Management in Richmond, VA and has over 23 years of experience in the finance industry.

10
Charles J. Obryant
CRD#: 870530
7501 Falls Of Neuse Road, Raleigh, NC 27615
58
Wealthminder
score

Charles Obryant (CRD# 870530) is an Investment Advisor Representative working at Thompson Davis Asset Management in Raleigh, NC and has over 37 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.