A complete list of active advisors currently associated with R.D. Thompson Investments

Warmer can help you find a great advisor at R.D. Thompson Investments or one who fits your needs even better.

R.D. Thompson Investments is an independent, single-advisor registered investment adviser that provides portfolio management and advisory services to individual clients and operates on asset‑based fee arrangements as disclosed in its ADV brochure. The firm’s services are presented in the brochure as ongoing portfolio management rather than transactional product distribution. The advisor manages approximately $75.6 million for a small client base of 29 households, indicating concentrated, relationship-focused management and regular account oversight. The ADV table of contents includes sections on account reviews, brokerage practices, custody, and investment discretion, suggesting documented procedures for monitoring and servicing client accounts. Compared with many solo independent advisers, the firm’s high assets-per-client profile is notable and may reflect more bespoke or complex account management for each household. The brochure also references topics such as performance‑based fees, side‑by‑side management, and a written code of ethics, so prospective clients should review those sections for any atypical fee arrangements or trading policies.

To learn more about the advisors currently working at R.D. Thompson Investments, 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.