Brian Thompson Financial

Overview

Brian Thompson Financial is an independent registered investment adviser organized as a limited liability company and owned by Brian Thompson. The firm combines accounting work with financial planning and discretionary portfolio management focused on individuals, families and small businesses. Its stated fee arrangements include both percentage-of-assets and fixed-fee engagements. Investment activity centers on public equities as the primary allocation, delivered through exchange-traded instruments and separately managed account structures. The firm is not positioned as a capital allocator to a broad lineup of alternative managers, but it does place client dollars into targeted real estate strategies and mutual funds to complement equity exposure. Brian Thompson Financial does not describe itself as an ESG-focused or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices