THURSTON HALL INVESTMENT RESEARCH, LLC

Overview

Thurston Hall Investment Research, LLC is a small, fee-based registered investment adviser that provides discretionary portfolio management chiefly to individual and family clients, with services extending to small businesses. The firm’s stated preference is equities-first: its filings show a clear tilt toward exchange-traded equities and exchange-traded funds for portfolio construction, supported by mutual funds where appropriate. Thurston Hall manages client assets on a percentage-of-AUM fee model and does not identify as an active ESG investor. The adviser does not position itself as a capital allocator to third‑party alternative managers and focuses its advisory activities on direct portfolio management rather than institutional consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices