Thompson Siegel & Walmsley LLC

Thompson Siegel & Walmsley LLC (CRD# 105726) is a financial advisory firm headquartered in Richmond, VA. They manage $19,056,700,000 in 4,950 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    19,057
    MILLION
  • Total Number of Accounts
    4,950
    ACCOUNTS
  • Average Account Value
    $3,849,838
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Thompson Siegel & Walmsley LLC
Showing 11 - 17 of 17 top financial advisors.
11
William P. Schubmehl
CRD#: 2627099
6641 West Broad Street, Suite 600, Richmond, VA 23230

William Schubmehl (CRD# 2627099) is an Investment Advisor Representative working at Thompson Siegel & Walmsley LLC in Richmond, VA and has over 28 years of experience in the finance industry.

12
Matthew S. Soule
CRD#: 6250589
6641 West Broad Street, Suite 600, Richmond, VA 23230

Matthew Soule (CRD# 6250589) is an Investment Advisor Representative working at Thompson Siegel & Walmsley LLC in Richmond, VA and has 1 year of experience in the finance industry.

13
Pieter E. Van Saun
CRD#: 3182377
6641 West Broad Street, Suite 600, Richmond, VA 23230

Pieter Van Saun (CRD# 3182377) is an Investment Advisor Representative working at Thompson Siegel & Walmsley LLC in Richmond, VA and has over 12 years of experience in the finance industry.

14
Cody N. Chapman
CRD#: 5485112
6641 West Broad Street, Suite 600, Richmond, VA 23230

Cody Chapman (CRD# 5485112) is an Investment Advisor Representative working at Thompson Siegel & Walmsley LLC in Richmond, VA and has over 15 years of experience in the finance industry.

15
Bryan F. Durand
CRD#: 5962661
6641 West Broad Street, Suite 600, Richmond, VA 23230

Bryan Durand (CRD# 5962661) is an Investment Advisor Representative working at Thompson Siegel & Walmsley LLC in Richmond, VA and has over 10 years of experience in the finance industry.

16
John P. Moran
CRD#: 7745204
6641 West Broad Street, Suite 600, Richmond, VA 23230

John Moran (CRD# 7745204) is an Investment Advisor Representative working at Thompson Siegel & Walmsley LLC in Richmond, VA and has 1 year of experience in the finance industry.

17
James C. Tafel
CRD#: 7220271
6641 West Broad Street, Suite 600, Richmond, VA 23230

James Tafel (CRD# 7220271) is an Investment Advisor Representative working at Thompson Siegel & Walmsley LLC in Richmond, VA and has over 3 years of experience in the finance industry.

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