Maverick Thomas Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Maverick Thomas Capital is a registered investment adviser that offers portfolio management and financial planning to individual clients, including high‑net‑worth individuals, providing written Investment Policy Statements and ongoing portfolio monitoring. The firm reports no assets under management and no client accounts as of its May 2026 filing, reflecting its recent formation and lack of operating client relationships to date.
The firm’s investment approach emphasizes long‑term trading informed by multiple analysis techniques — charting, cyclical, fundamental, quantitative and technical analysis — and typically implements client‑specific model allocations documented in each client’s IPS. MTC generally limits its advice to mutual funds, fixed income, equities, ETFs (including precious‑metal ETFs), annuities and select non‑U.S. securities, and it typically requests discretionary authority to execute transactions.
Noteworthy features include a small advisory team and the principal’s continuing activity as a licensed insurance agent, which the brochure discloses can create conflicts of interest when insurance products are recommended. The firm offers financial planning at no additional charge when paired with portfolio management, collects asset‑based fees in advance, does not participate in wrap fee programs, discloses receipt of soft‑dollar research benefits, and identifies a preferred custodian (AssetMark) in its brokerage practices.
Client services
Expertise
Fee options
$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 are not the primary source of compensation, but outside insurance sales activities by the principal may generate commissions.
Main office
See office433 Plaza Real, Suite 275
Boca Raton FL 33432
Advisors at this office
2
Offices (2)
Most active in
Arizona · Colorado · Florida · Illinois · Iowa · North Carolina · 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 the Series 66 designation and has previous work experience at OneAmerica Securities, Inc., EngieStyle, and CNC Services. In addition to her advisory role, she is involved in non-variable insurance sales. Maverick Thomas Capital is a registered investment adviser serving individual clients, including high-net-worth individuals, with portfolio management and financial planning. The firm employs a long-term trading approach based on various analysis methodologies and typically manages client-specific model allocations across mutual funds, fixed income, equities, ETFs, annuities, and select non-U.S. securities.
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 the Series 66 designation and has previous experience at OneAmerica Securities and American United Life. In addition to advisory work, he is involved in non-variable insurance sales including fixed life, fixed annuities, health, and property and casualty insurance. Maverick Thomas Capital provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm focuses on long-term trading strategies using various analysis methods and typically implements client-specific model allocations documented in written Investment Policy Statements.
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 has previously worked at OneAmerica Securities, Johnson & Johnson, and Workout Anytime. In addition to his advisory role, he is involved in non-variable insurance sales. Maverick Thomas Capital is a registered investment adviser serving individual and high-net-worth clients with portfolio management and financial planning. The firm emphasizes long-term trading strategies using multiple analysis techniques and typically manages a range of mutual funds, fixed income, equities, ETFs, annuities, and select non-U.S. securities.
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