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).
-
Total Assets Under Management76MILLION
-
Total Number of Accounts351ACCOUNTS
-
Average Account Value$215,186
- 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, NJ, TX, VA
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.
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.
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.
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.
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.
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.
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.
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.