Thurston Springer Advisors

RIASEC Registered

Total AUM

$6B

Discretionary

$5.4B

89% of AUM

Avg account

$616K

Accounts

9,751

Employees

100

Advisory reps

102

Firm details

Headquarters: Indianapolis, Indiana
CRD number: 299201
Registered since: November 2, 2018
Website: www.cohen-cap.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI71.36%
Individuals18.67%
Corporations / Businesses4.92%
Pension & Profit Sharing Plans3.05%
Charitable Organizations1.52%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Thurston Springer Advisors is an LLC that operates as an insurance broker-dealer and registered investment adviser. The firm is registered with the SEC (registered in 2018) and describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory work spans financial planning, discretionary portfolio management for individuals and small businesses as well as for businesses or institutions, selection of third‑party advisers, and educational seminars. Fee arrangements include percentage of AUM, hourly charges, and fixed fees. The firm does not identify as an active ESG investor. Industry affiliations include broker‑dealer roles, relationships with other investment advisers and insurance companies, accounting affiliations, and participation as sponsor/GP/managing member of pooled investment vehicles.