A complete list of active advisors currently associated with Maverick Thomas Capital
Warmer can help you find a great advisor at Maverick Thomas Capital or one who fits your needs even better.
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.
To learn more about the advisors currently working at Maverick Thomas Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Maverick Thomas Capital's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Bolingbrook, IL
| 2
| |
Boca Raton, FL
| 5
| |
Boca Raton, FL
| 3
|
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