Thompson Davis Asset Management

Brant Jones is a CFP® with 13 years of industry experience, currently serving at Thompson Davis & Co., Inc. since 2013. He holds the Series 66 designation and is based in Richmond, VA. Thompson Davis Asset Management provides discretionary investment management and financial planning for individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, bottom-up, all-cap growth and tactical trading strategy using a proprietary screening process called “The Great 8,” and offers AI-backed stock and ETF model portfolios alongside customized planning services.

Matthew Daniel is a financial advisor with Thompson Davis & Co., Inc. in Sarasota, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Thompson Davis & Co. since 2008. Thompson Davis Asset Management provides discretionary investment management and financial planning services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, bottom-up, all-cap growth and tactical trading strategy, utilizing proprietary screening tools and incorporating AI-backed stock and ETF model portfolios.

Edward Thompson Jr. is a financial advisor with Thompson Davis & Co., Inc. in Richmond, VA, holding Series 63 and Series 66 designations and bringing 53 years of industry experience. He has been with Thompson Davis since 2002. Thompson is a limited partner in Seven Hills Capital Partners LP, a private investment partnership managed by Thompson Davis Asset Management. Thompson Davis Asset Management provides discretionary investment management and financial planning services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, bottom-up, all-cap growth and tactical trading investment approach based on a proprietary screening discipline called “The Great 8.”

William Davis Jr. is a financial advisor with Thompson Davis & Co., Inc. in Richmond, VA, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has been with Thompson Davis & Co., Inc. since 2002 and is the managing partner of Seven Hills Capital Management, LLC, which manages the private fund Seven Hills Capital Partners LP. Thompson Davis Asset Management provides discretionary investment management and financial planning to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, bottom-up, all-cap growth and tactical trading strategy based on a proprietary screening discipline called “The Great 8,” and offers services such as AI-backed stock and ETF model portfolios and both one-time and ongoing financial planning engagements.

Adam Thalhimer is a CFA® charterholder with 24 years of industry experience, currently serving at Thompson Davis & Co., Inc. since 2016. He previously worked at Bb&T Securities, LLC from 2013 to 2016. Thompson Davis Asset Management provides discretionary investment management and financial planning to individuals, corporations, trusts, estates, charitable organizations, and retirement plans, utilizing an active, bottom-up growth strategy across micro-cap, mid-cap, and OTC securities with tailored risk management.