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Thomas Jon Casper

Stansberry Asset Management, LLC

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About Thomas Jon Casper

Thomas Casper is an investment advisor representative with Stansberry Asset Management, LLC. Thomas has over 20 years of experience in the financial services industry. Thomas is a registered investment advisor in Florida and Texas. Previously, Thomas was registered with Triad Advisors, Inc., Advanced Equities, Inc., Wachovia Securities, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Thomas specializes in providing investment advisory services to high-net-worth individuals and families. Thomas's other business is Adaptive Solutions Consulting Inc, which is not investment-related.

Firm Information

Thomas Casper is currently registered with Stansberry Asset Management, LLC. Stansberry Asset Management, LLC is a registered investment advisor with approximately $875.53 million in regulatory assets under management. Located in Westlake, TX, the firm provides financial planning and portfolio management for individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. The firm has 20 investment advisor representatives and six investment advisory functions.
Stansberry Asset Management, LLC

1600 SOLANA BOULEVARD

WESTLAKE, TX 76262

$875.53M

Assets Under Management

Not reported

Total Clients

20

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 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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percentage of assets

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

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Thomas Casper’s Registration & Firm History

FL

01/02/2025 - Present

Stansberry Asset Management, LLC (Winter Park FL)

FL

09/17/2012 - 02/04/2013

TRIAD ADVISORS, INC. (LAKE MARY FL)

CA

01/14/2011 - 03/23/2012

ADVANCED EQUITIES, INC. (SAN FRANCISCO CA)

CA

11/30/2006 - 12/04/2007

WACHOVIA SECURITIES, LLC (NEWPORT BEACH CA)

NY

01/22/1997 - 03/26/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

CA

07/11/1996 - 01/09/1997

DEL MAR FINANCIAL SERVICES, INCORPORATED (IRVINE CA)

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Licenses & Designations

IA

Issued 02/15/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/04/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/15/2006

Series 7 - General Securities Representative Examination

BC

Issued 04/18/1997

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Jon Casper.
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