THOMPSON DAVIS ASSET MANAGEMENT

Overview

Thompson Davis Asset Management is a corporate investment adviser operating as an independent broker‑dealer and capital allocator. Registered in 2021, the firm serves individual and family clients as well as institutions, offering financial planning, direct portfolio management for individuals and pooled vehicles, and selection of other advisers. It also sponsors and serves as GP/managing member of pooled investment vehicles, and conducts broker‑dealer and other financial product sales. Investment activity centers on publicly traded equities delivered through separately managed accounts and pooled structures, with a stated preference for exchange‑traded equities. The firm charges a mix of percentage of AUM, fixed fees and performance‑based fees, and it runs both advisory and brokerage capabilities that allow it to combine in‑house portfolio management with third‑party manager selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices