A complete list of active advisors currently associated with Thomas Story and Son LLC

Warmer can help you find a great advisor at Thomas Story and Son LLC or one who fits your needs even better.

The firm provides discretionary portfolio management to individuals, high-net-worth clients, corporations and trusts and generally serves a small client base through a two-advisor team, requiring a seven-figure account minimum. It manages several hundred million dollars in client assets and delivers regular reporting and custodial oversight on a quarterly basis. Its investment process is a bottom-up, fundamental approach that relies on company filings, annual reports, third-party research and direct company observation, implemented primarily through long-term purchases and discretionary trading; the firm monitors accounts on an ongoing basis and maintains personal-trade pre-clearance and reporting procedures. Execution practices include aggregation of client orders and acceptance of broker-provided research as part of trade decision-making. What is distinctive is the firm’s accounting linkage: the principal holds a CPA designation and professional accounting society memberships, and the firm is affiliated with an accounting practice, which brings accounting and tax-aware expertise into its advisory work. The combination of a very small advisory team, a modest client count, and high aggregate assets is uncommon among peers and suggests a concentrated, potentially more individualized portfolio oversight model.

To learn more about the advisors currently working at Thomas Story and Son 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.