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Thomas E

Series 63, Series 65

Plano, TX

WealthTrust Asset Management, LLC

Thomas Eifler Jr. is a financial advisor at WealthTrust Asset Management, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Peak Trust Financial Group Inc., PTF Investment Advisors, Inc., Canyon Creek Capital LLC, and Advisors Excel. In addition to his advisory roles, he is involved in insurance-related business activities through Canyon Creek Capital and other affiliated entities. WealthTrust Asset Management serves individuals, families, trusts, estates, retirement plans, and financial institutions, offering investment management and financial planning. The firm’s investment approach integrates quantitative screening with fundamental analysis through model portfolios, and it also provides services to unaffiliated registered investment advisers via sub-advisory and third-party platforms.

Active portfolio management Passive / index investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
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Thomas E

Series 63

Louisville, KY

WealthTrust Asset Management, LLC

Thomas Eifler Sr. is a financial advisor with WealthTrust Asset Management, LLC, holding a Series 63 designation and bringing 49 years of industry experience. His prior work includes positions at TAMP Advisory Solutions, Jjb Hilliard Wl Lyons, and IC Advisory Services, Inc. He serves as an Investment Committee Member for St. Xavier High School, reviewing outside investment advisors. WealthTrust Asset Management, LLC serves individuals, families, trusts, estates, retirement plans, and financial institutions, offering direct investment management and financial planning. The firm also provides asset-management and back-office services to other registered investment advisers, utilizing a strategy that combines quantitative screening with fundamental analysis.

Active portfolio management Passive / index investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
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John M

Series 63, Series 65

Destin, FL

WealthTrust Asset Management, LLC

John Mchugh is a financial advisor with WealthTrust Asset Management, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at TAMP Advisory Solutions LLC since 2018 and previously at Duncan McHugh Investments from 2015 to 2018. Outside of advisory work, he is a passive investor with a minority ownership interest in a restaurant/club in Frontenac, MO. WealthTrust Asset Management serves individuals, families, trusts, estates, retirement plans, and financial institutions, providing direct investment management, financial planning, and back-office services to unaffiliated advisers. The firm’s investment approach combines quantitative screening with fundamental analysis through model portfolios, and it is notable for its significant business providing sub-advisory and model subscription services to other advisers.

Active portfolio management Passive / index investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
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Michael L

CFA®, Series 63, Series 65, Series 66

Destin, FL

WealthTrust Asset Management, LLC

Michael Lee is a CFA® charterholder with seven years of industry experience. He is currently affiliated with WealthTrust Asset Management, LLC, where he works as part of a five-advisor team. Lee has previous experience at firms including Blackstock, Inc, Wildermuth Asset Management, and Kalos Management. He has contributed occasionally to Seeking Alpha, an investment-related website. WealthTrust Asset Management, LLC serves individuals, families, trusts, estates, retirement plans, and financial institutions, providing investment management, financial planning, and specialized services to other advisers through its TAMP platforms. The firm’s investment approach integrates quantitative screening with fundamental analysis across model portfolios, including strategies such as the Great 38 equity portfolio and AI-driven tactical models.

Active portfolio management Passive / index investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
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Chae K

Series 65

Destin, FL

WealthTrust Asset Management, LLC

Chae Kyle is a financial advisor at WealthTrust Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Signal Advisors Wealth, LLC and Aspen Creek Wealth Management. Outside of his advisory role, he serves as CEO and paraplanner at Iron Plan Solutions Group, LLC, focusing on fixed index annuities and life insurance sales. WealthTrust Asset Management serves individuals, families, trusts, estates, retirement plans, and financial institutions, offering investment management and financial planning services. The firm utilizes quantitative screening combined with fundamental analysis across various investment strategies and distinguishes itself by providing asset-management and model-management solutions to other registered investment advisers.

Active portfolio management Passive / index investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
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Clifford R

Series 63, Series 65

Mobile, AL

WealthTrust Asset Management, LLC

Clifford Rutledge is a financial advisor at WealthTrust Asset Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at WELLS FARGO Advisors from 2012 to 2016. Rutledge is involved with Tamp Advisory Solutions, LLC and Duncan McHugh Investments, where he has been active since 2016. WealthTrust Asset Management serves individuals, families, trusts, estates, retirement plans, and financial institutions, offering direct investment management and financial planning. The firm is notable for its WealthTrust DBS model portfolios and its significant business serving other advisers through sub-advisory and third-party model subscription platforms.

Active portfolio management Passive / index investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
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