M. Thomas Capital Management

Overview

M. Thomas Capital Management operates as an independent RIA serving individual and family clients, with a practice that combines financial planning and portfolio management alongside related law firm activities. The firm’s investment posture emphasizes publicly traded equities and exchange-traded products as the primary building blocks of client portfolios, while selectively incorporating private-market and income-oriented solutions. Fee arrangements include asset-based fees plus the ability to charge hourly or fixed fees, reflecting a hybrid service model often used for ongoing planning and project-based legal or advisory work. Portfolio management appears targeted to smaller, high-touch client relationships—clients receive customized planning and discretionary portfolio services where appropriate, but a portion of assets remains on a non-discretionary basis. The firm is not positioned as an ESG-driven allocator and does not operate as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices