Overview
Assets Under Management: $159 million
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 207
Average Client Assets: $662,533
Frequently Asked Questions
THOMPSON DAVIS & CO., INC. 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 #41353), THOMPSON DAVIS & CO., INC. is subject to fiduciary duty under federal law.
THOMPSON DAVIS & CO., INC. is headquartered in RICHMOND, VA.
THOMPSON DAVIS & CO., INC. serves 207 high-net-worth clients according to their SEC filing dated November 15, 2024. View client details ↓
According to their SEC Form ADV, THOMPSON DAVIS & CO., INC. offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
THOMPSON DAVIS & CO., INC. manages $159 million in client assets according to their SEC filing dated November 15, 2024.
According to their SEC Form ADV, THOMPSON DAVIS & CO., INC. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 207
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.30
Average High-Net-Worth Client Assets: $662,533
Total Client Accounts: 289
Discretionary Accounts: 289
Regulatory Filings
CRD Number: 41353
Last Filing Date: 2024-11-15 00:00:00
Website: https://thompsondavis.com