Overview
Assets Under Management: $106 million
Headquarters: HICKORY, NC
High-Net-Worth Clients: 45
Average Client Assets: $1.6 million
Frequently Asked Questions
THAYER FINANCIAL, L.L.C. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #304729), THAYER FINANCIAL, L.L.C. is subject to fiduciary duty under federal law.
THAYER FINANCIAL, L.L.C. is headquartered in HICKORY, NC.
THAYER FINANCIAL, L.L.C. serves 45 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, THAYER FINANCIAL, L.L.C. offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
THAYER FINANCIAL, L.L.C. manages $106 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, THAYER FINANCIAL, L.L.C. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.61%
Average Client Assets: $1.6 million
Total Client Accounts: 493
Discretionary Accounts: 493
Regulatory Filings
CRD Number: 304729
Filing ID: 2044865
Last Filing Date: 2026-02-18 17:24:24