Thrive Capital Management, LLC

RIASEC Registered

Total AUM

$657M

Discretionary

$657M

100% of AUM

Avg account

$293K

Accounts

2,240

Employees

Advisory reps

Firm details

Headquarters: Fort Washington, Pennsylvania
CRD number: 281347
Registered since: December 7, 2020
Website: thrivefinancialservices.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI66.28%
Individuals33.24%
Corporations / Businesses0.48%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Thrive Capital Management, LLC is an independent registered investment adviser that acts as a fee-based wealth manager and capital allocator for both individuals/families and institutional clients. The firm is SEC registered (registered in 2020) and combines portfolio management and financial planning with insurance brokerage services. Its advisory offering includes direct portfolio management for individuals and small businesses, selection of third‑party advisers, and educational workshops. Fee arrangements include asset‑based fees and hourly billing. Thrive presents itself as an allocator to outside managers in addition to managing discretionary portfolios directly. The firm does not identify as an active ESG investor. It also maintains an affiliation with the insurance industry and provides annuity solutions alongside more traditional investment products.