T
Thureos Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,000,000
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
7
71% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
LowAverage account size
$1,285,714
About
Thureos Asset Management LLC provides discretionary asset management and financial planning to individuals, high‑net‑worth clients and corporations, delivering ongoing portfolio management based on documented objectives, time horizons and risk tolerances. The firm reports approximately $28 million in assets under management and uses client profile forms to guide portfolio decisions within its discretionary mandate.
TAM’s investment process combines fundamental, technical and charting analysis and may include long‑ and short‑term positions, trading, options and other derivative strategies; accounts are reviewed at least quarterly. Financial planning covers cash flow, retirement, tax and estate matters and is typically completed within 60 days of receiving required materials; the firm may waive planning fees if clients implement recommendations through TAM.
Compared with many independent advisers, TAM’s acceptance of corporate or business clients is atypical, and its stated account minimum of $500,000 contributes to a concentrated client base. The firm also does not vote client proxies (clients receive and vote proxies directly) and discloses it does not sponsor wrap programs, receive soft‑dollar benefits, or accept external compensation for securities sales.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Occupation focus
Executive
Fee options
$0 - $1,000,000: 1.25% annually $1,000,000.01 - $3,000,000: 1.15% annually $3,000,000.01 - $5,000,000: 1.05% annually $5,000,000.01 - $10,000,000: 0.95% annually $10,000,000.01+: 0.85% annually
$200 per hour for financial planning
Account minimum: $500,000 (may be lowered or waived in certain instances)
Main office location
Thureos Asset Management LLC
66 W. Flagler St., 9 Th Fl, Suite 9078
Miami FL 33130, United States
Number of offices
1
Most active in
Thureos Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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