Thurston Springer Advisors
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 299201
- Registered since
- November 2, 2018
- Website
- www.cohen-cap.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- Other36.26%
- HNWI36.06%
- Individuals18.33%
- Corporations / Businesses5.65%
- Charitable Organizations1.71%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Thurston Springer Advisors operates as a limited liability company and has been registered with the SEC since 2018. The firm serves a diverse client base that includes individuals, families, and institutional clients. Its business activities encompass a range of financial services, including financial planning, portfolio management for both individuals and institutions, and educational seminars. The firm is not classified as an active ESG investor and does not operate as a multi-state adviser. Additionally, it engages in insurance brokerage activities, further broadening its service offerings.
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 Equities51%
- Public Funds/Mutual Funds21%
- Private Funds16%
- Cash & Cash Equivalents8%
- US Government Bonds1%
Owners & executives
3 of 6
Matthew Reynolds
President, Chief Financial OfficerCRD 4077413
Christian Taylor
Chief Compliance OfficerCRD 5462381
Richard Parker
CEOCRD 5497397
Contacts
3 of 97
Joel Cox
Registered RepresentativeCRD 5710438
Christopher Esser
Vice President of InvestmentsCRD 5742446
Jean Haas
Investment ExecutiveCRD 5904783
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Indianapolis, IN
Marion
Location
Indianapolis, IN
Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Marion
- Address
- 9000 Keystone Xing
- Time zone
- ET (UTC-5)
- Office locations
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