Brant Jones is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Thompson Davis & Co., Inc., where he has worked since 2013. He holds the Series 66 designation and is based in Richmond, VA. Thompson Davis Asset Management provides discretionary investment management and financial planning to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, bottom-up, all-cap growth and tactical trading strategy utilizing a proprietary screening method called “The Great 8,” and offers AI-supported model portfolios alongside customized financial planning services.

Matthew Daniel is a financial advisor with Thompson Davis & Co., Inc. in Sarasota, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Thompson Davis & Co. since 2008. Thompson Davis Asset Management provides discretionary investment management and financial planning services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, bottom-up, all-cap growth and tactical trading strategy, utilizing proprietary screening tools and incorporating AI-backed stock and ETF model portfolios.

Edward Thompson Jr. is a financial advisor with Thompson Davis & Co., Inc. in Richmond, VA, holding Series 63 and Series 66 designations and bringing 53 years of industry experience. He has been with Thompson Davis since 2002. Thompson is a limited partner in Seven Hills Capital Partners LP, a private investment partnership managed by Thompson Davis Asset Management. Thompson Davis Asset Management provides discretionary investment management and financial planning services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, bottom-up, all-cap growth and tactical trading investment approach based on a proprietary screening discipline called “The Great 8.”

William Davis Jr. is a financial advisor with Thompson Davis & Co., Inc. in Richmond, VA, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has been with Thompson Davis & Co., Inc. since 2002 and is the managing partner of Seven Hills Capital Management, LLC, which manages the private fund Seven Hills Capital Partners LP. Thompson Davis Asset Management provides discretionary investment management and financial planning to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, bottom-up, all-cap growth and tactical trading strategy based on a proprietary screening discipline called “The Great 8,” and offers services such as AI-backed stock and ETF model portfolios and both one-time and ongoing financial planning engagements.

Adam Thalhimer is a CFA® charterholder with 24 years of industry experience. He has been with Thompson Davis & Co., Inc. in Richmond, VA, since 2016. Thompson Davis Asset Management provides discretionary investment management and financial planning to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, bottom-up, all-cap growth and tactical trading strategy based on a proprietary screening discipline called “The Great 8,” and offers AI-backed stock and ETF model portfolios alongside personalized financial planning services.