Thompson Davis Asset Management

Thompson Davis Asset Management (CRD# 41353) is a financial advisory firm headquartered in Richmond, VA. They manage $75,530,378 in 351 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    351
    ACCOUNTS
  • Average Account Value
    $215,186
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
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.

FL, NC, NJ, TX, VA

Financial Advisors at Thompson Davis Asset Management
Showing 1 - 8 of 8 top financial advisors.
1
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 12 years of experience in the finance industry.

2
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 30 years of experience in the finance industry.

3
Louis G. Frates
CRD#: 5897890
Richmond, VA 23219

Louis Frates (CRD# 5897890) is an Investment Advisor Representative working at Thompson Davis Asset Management in Richmond, VA and has over 7 years of experience in the finance industry. His responsibilities at the firm include working with and educating clients regarding financial planning and investment management solutions. Louis brings to the firm eight years of industry experience, more than six of those as an advisor. 

4
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 7 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.

5
Larry G. McClanahan
CRD#: 2179894
9030 Stony Point Pkwy, Ste 100, Richmond, VA 23235

Larry McClanahan (CRD# 2179894) is an Investment Advisor Representative working at Thompson Davis Asset Management in Richmond, VA and has over 29 years of experience in the finance industry.

6
Read M. Northen
CRD#: 849473
9030 Stony Point Pkwy, Ste 100, Richmond, VA 23235

Read Northen (CRD# 849473) is an Investment Advisor Representative working at Thompson Davis Asset Management in Richmond, VA and has over 36 years of experience in the finance industry.

7
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 18 years of experience in the finance industry.

8
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 36 years of experience in the finance industry.

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