Maverick Thomas Capital

Overview

Maverick Thomas Capital LLC is an individually owned advisory firm that provides financial planning and portfolio management for individuals and small businesses. The firm operates as a limited liability company and charges clients on a percentage-of-assets-under-management basis. Its advisory scope emphasizes traditional retail client work—financial planning and direct portfolio oversight—rather than institutional consulting or capital allocation. The firm is registered to do business in multiple states, including Arizona, Colorado, Florida, Iowa, Illinois, Indiana, North Carolina, and Texas. Maverick Thomas Capital identifies industry relationships with another investment adviser and with an insurance company. It does not position itself as an ESG-focused manager and does not present itself as a pension consultant or related adviser.

Investments & Alternatives