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Stedman Davis Oakey

Thompson Siegel & Walmsley LLC

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About Stedman Davis Oakey

Stedman Davis Oakey is a financial advisor at Thompson Siegel & Walmsley LLC. Stedman is registered in Virginia and has been in the industry since April 2005. Stedman's designations include the Chartered Financial Analyst designation. Stedman specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Stedman Oakey is currently registered with Thompson Siegel & Walmsley LLC. Thompson Siegel & Walmsley LLC is an investment advisor headquartered in RICHMOND, VA. The firm manages approximately $20.81 billion in assets for a variety of clients, including individuals, corporations, investment companies, pension plans, and charitable organizations. The firm offers portfolio management services for both discretionary and non-discretionary accounts. They also provide investment advisory services, including unified managed accounts, selection of other advisors, and portfolio management for businesses.
Thompson Siegel & Walmsley LLC

6641 WEST BROAD STREET

RICHMOND, VA 23230

$20.81B

Assets Under Management

Not reported

Total Clients

17

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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unified managed accounts

Unified managed accounts

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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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.

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Stedman Oakey’s Registration & Firm History

VA

04/05/2012 - Present

Thompson Siegel & Walmsley LLC (RICHMOND VA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stedman Davis Oakey.
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