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Thomas Ohearn Eifler

Wealthtrust Asset Management, LLC
48 Years of Experience
3 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Wealthtrust Asset Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
250 clients
Average Client Portfolio
$732K average
Assets Under Management
$183.0M

Fee Structure

Minimum Investment:$50K

Location

4458 Legendary Dr., Suite 140, Destin, FL, 32541

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2017
Denied
Financial
June 2017
Final
Employment Separation After Allegations
February 2017
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Thomas owns real estate, including the office building and a hotel, and has ownership stakes in several holding companies and LLCs. He also serves on the investment committee for St. Xavier High School, reviewing outside investment advisors, and is a co-trustee.

Employment History
Current Registrations
Wealthtrust Asset Management, LLC
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
April 2017 - February 2019 · 1 yr 10 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
February 2017 - February 2019 · 2 yrs
J.J.B. Hilliard, W.L. Lyons, LLC
February 2017 - February 2017 · 0 mos
Ic Advisory Services, INC.
June 2006 - March 2017 · 10 yrs 9 mos
The Investment Center, INC.
January 2001 - June 2006 · 5 yrs 5 mos
The Investment Center, INC.Broker
October 1999 - March 2017 · 17 yrs 5 mos
Prudential Securities IncorporatedBroker
September 1977 - October 1999 · 22 yrs 1 mo
Bache Halsey Stuart INC.Broker
August 1976 - September 1977 · 1 yr 1 mo
Bache & CO IncorporatedBroker
February 1976 - August 1976 · 6 mos
Bache & CO., IncorporatedBroker
October 1973 - February 1976 · 2 yrs 4 mos
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.