S
Silver Thread Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,618,714
Clients
9
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
LowAverage account size
$290,968
About
Silver Thread Investments provides money management and investment consulting primarily to individual clients and will also work with trusts, small businesses and other entities, with no stated account minimums. The firm manages a small number of clients and reported discretionary assets in the low millions ($2.45 million as of 12/31/2020).
The firm’s investment process blends fundamental, quantitative and technical analysis, with a focus on stocks and bonds and a position-by-position approach to building a core, long-term portfolio. Silver Thread accepts discretionary authority, conducts regular reviews (weekly for certain cash or sell triggers and monthly for broader considerations), and provides periodic account summaries while clients retain custody of assets.
Notable distinctions include the firm’s disclosure that it does not charge fees or accept compensation for its services and intends to continue offering services without charge to family and close contacts, a practice that departs from the typical percentage-of-AUM model. The brochure also discloses that the owner may trade for personal accounts and sometimes buys or sells on the same day client trades, and the firm reports no soft-dollar or transaction-based compensation arrangements.
Client services
Portfolio management
Expertise
Active portfolio management
Main office location
Silver Thread Investments
Ft. Myers FL, United States
Number of offices
1
Most active in
Silver Thread Investments has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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