Richmond, VA Office
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Thompson Davis Asset Management
Team
Firm-wide stats for Thompson Davis Asset Management
About
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.
Based on Thompson Davis Asset Management
Expertise
Based on Thompson Davis Asset Management
Location
9030 Stony Point Pkwy, Ste 100
Richmond VA 23235
Advisors at this office
4
Advisors at this office
Brant J
CFP®, Series 66
Richmond, VA
Thompson Davis & Co., Inc.
Brant Jones is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Thompson Davis & Co., Inc., where he has worked 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 to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, bottom-up, all-cap growth and tactical trading strategy utilizing a proprietary screening method called “The Great 8,” and offers AI-supported model portfolios alongside customized financial planning services.
Edward T
Series 63, Series 66
Richmond, VA
Thompson Davis & Co., Inc.
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 D
Series 63, Series 65, Series 66
Richmond, VA
Thompson Davis & Co., Inc.
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 T
CFA®, Series 63
Richmond, VA
Thompson Davis & Co., Inc.
Adam Thalhimer is a CFA® charterholder with 24 years of industry experience. He has been with Thompson Davis & Co., Inc. in Richmond, VA, since 2016. 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 AI-backed stock and ETF model portfolios alongside personalized financial planning services.
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