A complete list of active advisors currently associated with Thomas Capital Management, LLC
Warmer can help you find a great advisor at Thomas Capital Management, LLC or one who fits your needs even better.
Thomas Capital Management provides discretionary investment management and ongoing portfolio monitoring to individual and high‑net‑worth clients on a fee basis tied to assets under management. The firm typically constructs portfolios using stocks and bonds and may include no‑load or institutional mutual funds and ETFs when deemed appropriate. The firm follows an active management approach with both long‑ and short‑term holding periods and may execute trades in under 30 days when it deems necessary; its analysis draws on fundamental, technical and cyclical methods and portfolios are tailored to clients’ retirement horizon, risk tolerance and financial goals. Clients can impose reasonable restrictions on management, which the firm says may affect portfolio composition and performance and, in some cases, could lead to termination of the advisory agreement. Noteworthy features include a small client base (18 clients) and modest AUM (about $12.4 million) combined with no stated account minimum, suggesting highly personalized relationships at a relatively small scale. The firm requires clients to use Charles Schwab for custody and participates in Schwab Advisor Services (receiving related benefits), discloses a financial incentive when clients roll over retirement accounts to the firm, and does not perform proxy‑voting on clients’ behalf.
To learn more about the advisors currently working at Thomas Capital Management, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Scottsdale, AZ
| 26
|
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