Thrive Capital Management, LLC
Firm details
- Headquarters
- Fort Washington, Pennsylvania
- CRD number
- 281347
- Registered since
- December 7, 2020
- Website
- thrivefinancialservices.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI66.28%
- Individuals33.24%
- Corporations / Businesses0.48%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Thrive Capital Management, LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. Registered with the SEC since 2020, the firm combines portfolio management and financial planning with insurance brokerage support. Its advisory services include financial planning, portfolio management for individuals and small businesses, selecting third‑party managers, and running educational seminars and workshops. Thrive charges fees based on a percentage of assets under management and also offers hourly billing for some services. The firm is not identified as an active ESG investor.
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
- Public Funds/Mutual Funds50%
- Exchange Traded Equities40%
- US Government Bonds8%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2Brett Pohl
Chief Compliance OfficerCRD 5896497
Christopher Bak
Chief Compliance OfficerCRD 6278208
Contacts
3 of 15
Jeffrey Walker
Financial AdvisorCRD 4556832
Jordan Cohen
Financial PlannerCRD 4952588
Randi Leese
Financial AdvisorCRD 4552295
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 96Active vs passive
$247M in ETFs
90%
$222M
7%
$25.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $15M | 25,948 | 6.07% |
Location
Fort Washington, PA
Montgomery
Location
Fort Washington, PA
Headquartered in Fort Washington, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 500 W Office Center Dr
- Time zone
- ET (UTC-5)
- Office locations
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