THOMAS CAPITAL GROUP, INC.

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
GIG HARBOR, Washington
CRD number
45180
Registered since
August 6, 1998

Firm profile

FINTRX

Overview

Thomas Capital Group, Inc. is an individual-owned corporate adviser that has been SEC-registered since 1998. The firm's classification in the dataset is "Unclassified." The record flags the firm as not being a capital allocator, not a multi-state adviser, not a pension consultant, and not an active ESG investor; it is also not identified as a related adviser. The dataset does not describe the firm's advisory activities, client segments, fee schedules, or broader business activities, so its target client types and service model cannot be determined from this record alone.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • SAJAN THOMAS

    CEOCRD 2659883

  • JEFFREY LEVINE

    Wealth Management CoordinatorCRD 4299528

Contacts

3 of 5
  • STEPHEN MYOTT

    Managing DirectorCRD 1143701

  • Michael Ostrander

    Registered RepresentativeCRD 6991683

  • SHAMONE ALLEN-STEPHENSON

    Managing DirectorCRD 3269257

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

GIG HARBOR, WA

PIERCE

Location

GIG HARBOR, WA

Headquartered in GIG HARBOR, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
PIERCE
Address
1915 49th Street Ct NW
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth