Dan Thornsberry Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides asset management and financial planning and consulting services to individuals, high-net-worth clients, charitable organizations, and businesses. Offerings include continuous supervision of custodial portfolios and written financial plans delivered as either project-based engagements or ongoing reviews.
Its investment approach blends fundamental and technical analysis with modern portfolio theory, and it employs long-term, short-term, income, and hedging strategies across stocks, bonds, mutual funds, ETFs, REITs, and options. Accounts are managed on an individualized basis and, with written authorization, the firm can exercise discretionary trading authority.
Relative to peers in its regulatory category, the firm sponsors a wrap fee program and places an emphasis on integrated financial planning alongside portfolio management for individuals, both of which are noted as less common in its peer group. The brochure also discloses that certain supervised persons are licensed insurance agents who may receive commissions on insurance product recommendations, and the firm does not serve as a private fund adviser.
Client services
Expertise
Fee options
1.50% annually (negotiable)
Insurance commissions from insurance product sales by certain associated persons
Account minimum: $25,000
Main office
Belleair Beach FL
Advisors at this office
1
Most active in
Florida · Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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