THOMAS & COMPANY LLC

Overview

Thomas & Company LLC is a small, equity-focused advisory firm that manages portfolios for individuals, families and small businesses using a percentage-of-AUM fee model. The firm’s stated advisory activities concentrate on portfolio management for individuals/small businesses and for business or institutional clients. Thomas & Company tilts heavily to exchange-traded equities for core exposure and appears to rely on external managers where alternatives are needed, rather than building proprietary private-asset platforms. The firm is not positioned as an ESG-focused manager and operates with a relatively compact client base, suggesting a high-touch, relationship-driven approach to wealth management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices