THINKING BIG FINANCIAL

Overview

Thinking Big Financial is an independent, SEC‑registered registered investment adviser that began filing with the SEC in 2022 and is owned by an individual. The firm serves predominantly individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model is described as fixed fees plus other arrangements. Thinking Big Financial does not identify as an active ESG investor, is not a multi‑state adviser, and does not act as a capital allocator. The firm operates from multiple locations (three offices) and appears structured as a small, client‑focused RIA rather than a multi‑service wealth platform. Custody of client assets is concentrated with a single custodian relationship.

Assets & Accounts

Public Holdings

Investments & Alternatives