Osprey, FL Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Thurston Hall Investment Research, LLC
Supported
Firm-wide stats for Thurston Hall Investment Research, LLC
About
Thurston Hall Investment Research provides discretionary portfolio management primarily to individual clients, including a substantial number of high-net-worth households. The firm manages accounts using equities, fixed income, mutual funds, ETFs, government securities and options, and offers clients access to eMoney financial planning software while not preparing standalone financial plans.
The firm follows a fundamentally driven, conservative investment approach that emphasizes limited trading, diversification, and ongoing suitability reviews based on clients’ financial profiles. Managed accounts are reviewed weekly and holdings are monitored at least quarterly; options are used selectively (with an expressed 10% typical exposure limit unless otherwise directed) and suitability and concentration checks are applied before implementation.
What distinguishes Thurston Hall from many similar small RIAs is its documented use of derivatives and the potential for borrowing/margin in client accounts to support strategies such as options, subject to suitability assessments and client authorization. The firm is a small, independent adviser overseeing roughly $75 million for about 100 clients, rarely aggregates trades, and requires clients to direct their choice of broker (while recommending Schwab for custody and execution).
Location
Osprey FL
Advisors at this office
1
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)