Thomas & Company LLC

Overview

Thomas & Company LLC is an independent Registered Investment Adviser organized as a limited liability company and owned by an individual principal. The firm bills clients on a percentage-of-AUM basis and focuses its advisory work on individuals, families and small businesses, with portfolio management services also provided for business or institutional accounts. The adviser does not position itself as an ESG investor, is not registered as a multi-state adviser, and does not identify as a pension consultant or capital allocator. The firm operates from two office locations.

Assets & Accounts

Public Holdings

Investments & Alternatives