Dan Thornsberry Capital Advisors, LLC

Overview

Dan Thornsberry Capital Advisors, LLC is a newly formed, SEC-registered limited liability company (registration year 2026) that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm is owned by an individual and is organized to charge fees as a percentage of assets under management. It does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not set up as a capital allocator. The firm lists an affiliation with an insurance company and is otherwise classified as unclassified in the available data.

Assets & Accounts