Maverick Thomas Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Maverick Thomas Capital offers discretionary portfolio management and comprehensive financial planning for individual investors, including high‑net‑worth clients, creating an Investment Policy Statement and providing asset allocation, security selection, monitoring, and rebalancing. The firm was formed in May 2026 and, according to the brochure, reports $0 in assets under management and no client accounts as of the date of the filing.
The firm’s investment approach combines long‑term trading with multiple methods of analysis — fundamental, technical, quantitative, cyclical, and charting — and typically seeks discretionary authority to implement tailored portfolios. Investment vehicles include mutual funds, ETFs (including precious‑metals ETFs), equities, fixed income and insurance/annuity products, with financial planning that addresses retirement, tax, estate and education considerations integrated into portfolio management.
Distinctive features noted in the brochure include that the firm’s advisers are licensed insurance agents who may receive outside compensation for insurance or annuity sales, a conflict the firm discloses and says it will document for clients, and that financial planning is offered complimentary when clients engage portfolio management. The firm also does not participate in wrap fee programs, recommends AssetMark as a custodian, and discloses the potential to receive soft‑dollar research and services from broker‑dealers.
Client services
Expertise
Fee options
Negotiated flat advisory fees available as alternative to standard asset-based fees.
$0 - $50,000: 1.70% $50,001 - $250,000: 1.45% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.95% $2,000,001+: 0.90%
Commissions received from sale of investment products as licensed insurance agents, but not primary source of compensation for advisory services.
Main office
See office433 Plaza Real, Suite 275
Boca Raton FL 33432
Advisors at this office
2
Offices (2)
Most active in
Arizona · California · Colorado · Florida · Illinois · Indiana · Iowa · North Carolina · Pennsylvania · Texas
Also doing business as
Maverick Thomas Capital · Maverick Thomas Capital LLC
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.
Forms ADV
Advisors at this firm
Nicole O
Series 66
Boca Raton, FL
Maverick Thomas Capital
Nicole Olczak is a financial advisor at Maverick Thomas Capital with three years of industry experience. She holds a Series 66 designation and has worked previously at OneAmerica Securities, Inc. and EngieStyle. Olczak is also involved in non-variable insurance sales, including fixed life and fixed annuity products. Maverick Thomas Capital provides discretionary portfolio management and comprehensive financial planning for individual investors, including high-net-worth clients. The firm employs a mix of fundamental, technical, quantitative, cyclical, and charting analyses to create tailored portfolios and integrates retirement, tax, estate, and education planning into its services.
Eric N
Series 66
Boca Raton, FL
Maverick Thomas Capital
Eric Nagel is a financial advisor at Maverick Thomas Capital with five years of industry experience. He holds a Series 66 designation and previously worked at OneAmerica Securities and American United Life. His other business activities include non-variable insurance sales covering fixed life, fixed annuities, health, and property and casualty insurance. Maverick Thomas Capital provides discretionary portfolio management and comprehensive financial planning for individual and high-net-worth investors, employing multiple analytic methods and offering tailored portfolios that integrate tax, estate, retirement, and education planning.
Austin M
Series 66
Bolingbrook, IL
Maverick Thomas Capital
Austin Mitchell is a financial advisor at Maverick Thomas Capital with two years of industry experience. He holds a Series 66 designation and previously worked at OneAmerica Securities, Johnson & Johnson, and Workout Anytime. He is also engaged in non-variable insurance sales involving fixed life and fixed annuities. Maverick Thomas Capital provides discretionary portfolio management and comprehensive financial planning primarily for individual investors, including high-net-worth clients. The firm employs a combination of fundamental, technical, quantitative, cyclical, and charting methods in its investment approach and integrates retirement, tax, estate, and education planning into portfolio management.
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