Thinagee Investments Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Thinagee Investments Inc. provides discretionary investment management to high‑net‑worth individuals, families, related entities, trusts, estates, and corporate pension and profit‑sharing plans. The firm manages roughly $265 million in client assets across about 40 client relationships and delivers services including portfolio design, security selection, investment policy development, account paperwork, investment education, and periodic rebalancing.
The firm’s investment approach centers on strategic asset allocation informed by fundamental analysis and Modern Portfolio Theory, and it blends passive index/ETF exposures with actively managed funds, dividend‑paying stocks, bonds and selective alternative investments. Portfolios are built for each client’s objectives and risk tolerance, with discretionary trading authority, routine reviews (generally two to three times per year), quarterly reporting and year‑end tax reviews.
Notable for a firm of its type, Thinagee operates as a solo adviser while overseeing an unusually large asset base per advisor — the brochure shows approximately $261.2 million in discretionary assets (and $4.2 million non‑discretionary) for about 40 clients — a concentration that is uncommon among peers. The firm does not participate in wrap fee programs, typically recommends a single custodian for execution and custody, and maintains proxy‑voting procedures while not taking custody of client assets.
Client services
Expertise
Fee options
$0 - $1,500,000: 1% $1,500,001 - $2,500,000: 0.75% $2,500,001+: 0.5%
Account minimum: $2,000,000
Main office
4800 Hampden Ln, Suite 200
Bethesda MD 20814
Advisors at this office
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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