Thompson Capital Management, LLC
RIASEC Registered
Total AUM
$101K
Discretionary
$101K
100% of AUM
Avg account
$25.3K
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 168773
- Website
- www.thompsoncm.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Thompson Capital Management, LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm employs a fee structure based on a percentage of assets under management, along with performance-based fees. While the firm does not actively engage in ESG investing, it has carved out a niche in managing investments for a select client base.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1Eric Thompson
Investment Advisor RepresentativeCRD 6270564
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Dominion Financial Advisors, LLC
RIAAUM $101KTEAM 1REPS 1
Mannion Money Advisory
RIAMarlborough, MA
AUM $102KTEAM 1REPS 1
Invictus Investment Advisors
RIAAUM $100KTEAM 1REPS 1
EOD Investments, LLC
RIAAUM $100KTEAM 1REPS 1
LEL Investment LLC
RIALong Island City, NY
AUM $100KTEAM 1REPS 1
Lawrence Financial Services
RIAAUM $100KTEAM 1REPS 1