Boca Raton, FL Office

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.