Thrive Capital Management, LLC

RIASEC Registered
Total AUM
$657M
Discretionary
$657M
100% of AUM
Avg account
$293K
Accounts
2,240
Employees
26
Advisory reps
19

Firm details

Headquarters
Fort Washington, Pennsylvania
CRD number
281347
Registered since
December 7, 2020
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

FINTRX

Overview

Thrive Capital Management, LLC is an independent registered investment adviser that acts as a fee-based wealth manager and capital allocator for both individuals/families and institutional clients. The firm is SEC registered (registered in 2020) and combines portfolio management and financial planning with insurance brokerage services. Its advisory offering includes direct portfolio management for individuals and small businesses, selection of third‑party advisers, and educational workshops. Fee arrangements include asset‑based fees and hourly billing. Thrive presents itself as an allocator to outside managers in addition to managing discretionary portfolios directly. The firm does not identify as an active ESG investor. It also maintains an affiliation with the insurance industry and provides annuity solutions alongside more traditional investment products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 50%, Exchange Traded Equities 40%, US Government Bonds 8%, Cash & Cash Equivalents 2%50%
  • Public Funds/Mutual Funds50%
  • Exchange Traded Equities40%
  • US Government Bonds8%
  • Cash & Cash Equivalents2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 106

Active vs passive

$312M in ETFs

Passive

92%

$286M

Active

5%

$25.6M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$28.5M38,5149.14%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth