Thayer Financial, L.L.C.

RIASEC Registered

Total AUM

$106M

Discretionary

$106M

100% of AUM

Avg account

$216K

Accounts

493

Employees

Advisory reps

Firm details

Headquarters: Hickory, North Carolina
CRD number: 304729
Registered since: January 2, 2026
Website: www.thayerfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI67.61%
Individuals27.57%
Pension & Profit Sharing Plans4.65%
Charitable Organizations0.17%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Thayer Financial, L.L.C. is an independent registered investment adviser that began SEC registration in 2026. The firm is organized as an LLC and is owned by an individual principal. Its client base spans individuals and families as well as institutional investors. Service offerings emphasize financial planning, discretionary portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. Fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. The firm does not identify as an active ESG investor.