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Thompson Davis & CO., Inc.

Headquartered in RICHMOND, VA

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Firm Information

Thompson Davis & CO., Inc. is a corporation formed in 1995 and based in Richmond, VA. The firm provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, as well as selection of other advisers. They have approximately 159.5 million dollars in regulatory assets under management and serve a range of clients including high net worth individuals, individuals other than high net worth, corporations or other businesses, and pooled investment vehicles. The firm is registered with the SEC and in 33 states.

Thompson Davis & CO., Inc.

9030 STONY POINT PKWY, STE 100

RICHMOND, VA 23235

$159.46M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (2)

THOMPSON DAVIS & CO., INC. has a total of 2 branch locations across the country.
location

RICHMOND, VA

location

SARASOTA, FL

Advisors at Thompson Davis & CO., Inc.

View All 9 Advisors
Unclaimed
Adam Robert Thalhimer

CFA®, RA

RICHMOND, VA

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Unclaimed
Brant Christopher Jones

CFP®, RA

RICHMOND, VA

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Unclaimed
Dorothy Nikki Hoy

RICHMOND, VA

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Unclaimed
Kevin Wade Gainey

RICHMOND, VA

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Unclaimed
William Dale Davis

RA

RICHMOND, VA

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Unclaimed
Edward Hunter Thompson

RA

RICHMOND, VA

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Unclaimed
Matthew Henry Daniel

RA

RICHMOND, VA

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Unclaimed
June Elaine Altizer

RICHMOND, VA

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Disclosures

There is public disclosure for Thompson Davis & CO., Inc.. Review regulatory record here.

Frequently Asked Questions (15)

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