Thomas Capital Management, LLC

Overview

Thomas Capital Management, LLC is a small, owner-operated registered investment advisor that focuses on discretionary portfolio management for individuals, families and small businesses. The firm runs fee-based accounts charged as a percentage of assets under management and favors liquid, exchange-traded instruments as the core of client portfolios. It does not market itself as an ESG investor and appears to concentrate on direct equity exposure rather than broad institutional mandates or pension consulting work. Investment activity centers on equity allocation, with the firm using exchange-traded equities and ETFs for core exposures and supplementing those positions with mutual funds and third-party real estate strategies when appropriate. Given the boutique scale and client base, investment decisions are likely personalized and implemented across separately managed accounts and retail custodial accounts rather than through large pooled institutional platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices