Overview
Assets Under Management: $264 million
Headquarters: TOWSON, MD
High-Net-Worth Clients: 84
Average Client Assets: $2 million
Frequently Asked Questions
THOMA CAPITAL MANAGEMENT LLC 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 #120139), THOMA CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
THOMA CAPITAL MANAGEMENT LLC is headquartered in TOWSON, MD.
THOMA CAPITAL MANAGEMENT LLC serves 84 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, THOMA CAPITAL MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
THOMA CAPITAL MANAGEMENT LLC manages $264 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, THOMA CAPITAL MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.26
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,028
Discretionary Accounts: 1,010
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 120139
Last Filing Date: 2025-03-05 00:00:00
Website: https://peakeadvisors.com