Throckmorton Advisors, LLC

Overview

Throckmorton Advisors, LLC is a small, owner-managed investment advisory firm organized as an LLC that provides financial planning and portfolio management primarily for individuals and small businesses. The firm operates as a discretionary portfolio manager for the assets it reports, with an investment tilt toward equities and exchange-traded products. Its fee arrangements are flexible and include a percentage-of-AUM schedule, hourly charges and the ability to levy performance-based fees. The firm is not positioned as an ESG investor, does not act as a multi-state advisor and does not present itself as a capital allocator to third-party private funds. An accounting affiliation is noted in its filings, which suggests integration with tax or bookkeeping services for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices