Thrive Capital Management, LLC
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
FINTRXOverview
Thrive Capital Management, LLC is an independent registered investment adviser that began SEC registration in 2020 and operates as a limited liability company. The firm serves both individual and family clients as well as institutional investors and is identified as a capital allocator, meaning it places client capital with third‑party managers in addition to managing assets directly. Its client-facing services combine portfolio management, financial planning, selection of other advisers, and educational seminars; the firm also operates as an insurance broker. Fee arrangements include percentage-of-AUM billing and hourly charges. Thrive is not marked as an active ESG investor and is not designated as a multi‑state adviser in the snapshot data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities40%
- US Government Bonds8%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2Brett Pohl
Chief Compliance OfficerCRD 5896497
Christopher Bak
Chief Compliance OfficerCRD 6278208
Contacts
3 of 15Eric Cassel
EmployeeCRD 6451443
Jeffrey Walker
Financial AdvisorCRD 4556832
Jordan Cohen
Financial PlannerCRD 4952588
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 100Active vs passive
$291M in ETFs
92%
$267M
5%
$24.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $28.8M | 39,112 | 9.88% |
Location
Fort Washington, PA
Montgomery
Location
Fort Washington, PA
Headquartered in Fort Washington, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 500 W Office Center Dr
- Time zone
- ET (UTC-5)
- Office locations
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