Adam Robert Thalhimer

CFA

Thompson Davis Asset Management

23 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Thompson Davis Asset Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

300 clients

Average Client Portfolio

$690K average

Assets Under Management

$206.9M

Fee Structure

Minimum Investment:$200K

Financial Planning:Investment management only

Location

9030 Stony Point Pkwy, Ste 100, Richmond, VA, 23235

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Thompson Davis Asset Management

August 2018 - Present · 7 yrs 6 mos

Thompson Davis & CO., INC.Broker

October 2016 - Present · 9 yrs 4 mos

Previous Registrations

Bb&t Securities, LLCBroker

January 2013 - October 2016 · 3 yrs 9 mos

Scott & Stringfellow, LLCBroker

September 2002 - January 2013 · 10 yrs 4 mos

UBS Painewebber INC.Broker

December 2001 - August 2002 · 8 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.