Thomas Investment Advisors LLC

RIAState Registered

Total AUM

$12.2M

Discretionary

$12.2M

100% of AUM

Avg account

$437K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Orange, California
CRD number: 334544
Website: www.thomasinvestmentadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI100%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Thomas Investment Advisors LLC is an independent, California-based limited liability company that serves individual and family clients. The firm is owner-operated and positions itself as a capital allocator, combining financial planning with discretionary portfolio management for individuals and small businesses and occasionally selecting other external advisers on clients' behalf. Compensation arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. The firm does not emphasize ESG integration, maintains a single-state focus, and lists an affiliation with an accountant among its industry relationships.