THOME FINANCIAL

Overview

Thome Financial is an independent registered investment adviser organized as an LLC that serves individual and family clients, with a particular focus on delivering financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and also offers hourly billing for advisory work. Thome Financial also operates as an insurance broker, integrating insurance solutions alongside its investment advice. Investment activity centers on discretionary management across a modest client base, with a clear tilt toward pooled public vehicles rather than direct stock-picking or broad alternative allocations. The firm is not positioned as a capital allocator to external hedge or private equity managers; however, it does maintain allocations to third-party real estate strategies (see Investments & Alternatives). Thome Financial does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices