Thompson Davis Asset Management

Thompson Davis Asset Management (CRD# 41353) is a financial advisory firm headquartered in Richmond, VA. They manage $159,456,586 in 289 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
9030 Stony Point Pkwy, Ste 100, Richmond, VA 23235
https://www.linkedin.com/company/thompson-davis-
By the Numbers
  • Total Assets Under Management
    159
    MILLION
  • Total Number of Accounts
    289
    ACCOUNTS
  • Average Account Value
    $551,753
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, NH, TX, VA

Financial Advisors at Thompson Davis Asset Management
Showing 1 - 5 of 5 top financial advisors.
1
Matthew Daniel, financial advisor Richmond VA
Matthew H. Daniel
CRD#: 4258203
9030 Stony Point Pkwy, Ste 100, Richmond, VA 23235

Matthew Daniel (CRD# 4258203) is an Investment Advisor Representative working at Thompson Davis Asset Management in Richmond, VA and has over 15 years of experience in the finance industry.

2
William Davis, financial advisor Richmond VA
William D. Davis
CRD#: 2056775
9030 Stony Point Pkwy, Ste 100, Richmond, VA 23235

William Davis (CRD# 2056775) 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.

3
Brant Jones, financial advisor Richmond VA
Brant C. Jones
CRD#: 5945363
9030 Stony Point Pkwy, Ste 100, Richmond, VA 23235

Brant Jones (CRD# 5945363) is an Investment Advisor Representative working at Thompson Davis Asset Management in Richmond, VA and has over 11 years of experience in the finance industry.

4
Adam Thalhimer, financial advisor Richmond VA
Adam R. Thalhimer
CRD#: 4472072
9030 Stony Point Pkwy, Ste 100, Richmond, VA 23235

Adam Thalhimer (CRD# 4472072) is an Investment Advisor Representative working at Thompson Davis Asset Management in Richmond, VA and has over 21 years of experience in the finance industry.

5
Edward Thompson, financial advisor Richmond VA
Edward H. Thompson
CRD#: 445674
9030 Stony Point Pkwy, Ste 100, Richmond, VA 23235

Edward Thompson (CRD# 445674) is an Investment Advisor Representative working at Thompson Davis Asset Management in Richmond, VA and has over 39 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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