Thompson Davis Asset Management
Thompson Davis Asset Management (CRD# 41353) is a financial advisory firm headquartered in Richmond, VA. They manage $175,037,056 in 401 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management175MILLION
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Total Number of Accounts401ACCOUNTS
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Average Account Value$436,501
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- 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)
FL, NC, NH, NJ, TX, VA
Matthew Daniel (CRD# 4258203) is an Investment Advisor Representative working at Thompson Davis Asset Management in Richmond, VA and has over 13 years of experience in the finance industry.
William Davis (CRD# 2056775) is an Investment Advisor Representative working at Thompson Davis Asset Management in Richmond, VA and has over 31 years of experience in the finance industry.
Brant Jones (CRD# 5945363) is an Investment Advisor Representative working at Thompson Davis Asset Management in Richmond, VA and has over 9 years of experience in the finance industry. Brant Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Read Northen (CRD# 849473) is an Investment Advisor Representative working at Thompson Davis Asset Management in Richmond, VA and has over 37 years of experience in the finance industry.
Adam Thalhimer (CRD# 4472072) is an Investment Advisor Representative working at Thompson Davis Asset Management in Richmond, VA and has over 20 years of experience in the finance industry.
Edward Thompson (CRD# 445674) is an Investment Advisor Representative working at Thompson Davis Asset Management in Richmond, VA and has over 38 years of experience in the finance industry.