THUREOS ASSET MANAGEMENT LLC

Overview

Thureos Asset Management LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and also offers hourly engagements. Its investment approach tilts toward publicly traded equities—both individual stocks and exchange-traded funds—with separate account management evident in its reported SMA activity. Thureos is not positioned as a multi-state adviser or a dedicated capital allocator, and it does not present itself as an active ESG investor. Client types include high-net-worth individuals and institutional relationships. Given the compact size of the business and custody with Interactive Brokers Llc, the firm appears to run a cost-conscious, execution-focused platform that supports personalized equity sleeves and mutual fund holdings alongside selected alternative real estate allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices