A complete list of active advisors currently associated with Thompson Davis & Co., Inc.

Warmer can help you find a great advisor at Thompson Davis & Co., Inc. or one who fits your needs even better.

Thompson Davis Asset Management provides discretionary investment management and financial planning to individuals, corporations, trusts, estates, charitable organizations, and retirement plans, and acts as portfolio manager to a private limited partnership, Seven Hills Capital Partners. Its services include separately managed accounts, AI‑backed stock and ETF model portfolios built with Boosted.ai, and both one‑time and ongoing financial planning engagements. The firm’s investment approach is an active, bottom‑up, all‑cap growth and tactical trading strategy founded on a proprietary screening discipline called “The Great 8,” which can produce high turnover, elevated volatility, and concentrated positions in micro‑cap, mid‑cap, and OTC securities. TDAM also uses options, margin, and other leverage in some accounts and tailors investment recommendations and allowable constraints to each client’s risk tolerance and objectives. TDAM operates within a dually registered structure (Thompson Davis & Co., Inc. serves as an affiliated broker‑dealer), and the firm discloses that this structure enables participation in syndicate and new‑issue allocations and creates potential side‑by‑side allocation issues with its affiliated private fund. The brochure also notes that the firm offers performance‑based fee arrangements for qualified clients, serves as a private fund adviser and general‑partner affiliate to Seven Hills, and has written policies to monitor allocations and conflicts arising from those uncommon activities.

To learn more about the advisors currently working at Thompson Davis & Co., Inc., 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.