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Thrasher & Chambers Wealth Management, LLC

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Client AUM

$148,000,000

Clients

398

Advisors

1

of 5 employees

About

Thrasher & Chambers Wealth Management, LLC is an SEC‑registered, fee‑based adviser that provides financial planning, pension consulting, and portfolio management to individuals, families, small businesses, trusts, estates and institutional clients. The firm uses eMoney for interactive financial planning and states that financial planning and pension consulting are provided at no cost to clients.

The firm’s investment approach emphasizes tactical asset allocation informed by Modern Portfolio Theory and long‑term growth strategies, with attention to tax‑efficient or tax‑managed portfolios when appropriate. Thrasher & Chambers manages approximately $151 million and reports that assets are managed primarily on a non‑discretionary basis, often using no‑load mutual funds and engaging independent managers and a named sub‑adviser to implement covered‑call strategies.

Noteworthy aspects include an affiliation with a broker‑dealer and licensed insurance agents, which enables implementation of insurance and annuity products and requires disclosure when commissionable products are used. The brochure also discloses a prior regulatory matter (a fine for servicing Missouri clients without proper licensure) and describes supervisory and compliance procedures, and the firm offers educational seminars and workshops as part of its client services.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Annuities Tax-loss harvesting Options & derivatives strategies Concentrated stock management

Occupation focus

Founder/Business Owner

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Fee options

Percentage

Negotiable up to 1.25% annually

Commissions

Advisors may receive commissions on some variable products sold through affiliated broker-dealer; commission products are excluded from asset-based fees

Other

Account minimum: $25,000 Fee-only: Fee-based arrangement with investment advisory fee ranging from 0% up to no more than 1.25% annually as a percentage of assets under management

Main office

1110 SE 28th Street, Suite 10

Bentonville AR 72712

Advisors at this office

1

Most active in

Missouri

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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