Thompson Davis Asset Management

Assets Under Management

$206.9M

Number of Clients

300

Number of Advisors

5

Average Client AUM

$690K

AUM per Advisor

$41.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Thompson Davis Asset Management (TDAM) provides discretionary advisory services through Separately Managed Accounts and serves as Portfolio Manager to Seven Hills Capital Partners, LP. TDAM specializes in active investing of smaller company common stocks. The Fund’s investment objective is generating the highest potential capital appreciation, utilizing an all-cap dynamic growth and trading strategy.

Fee Structure

Minimum Investment:$200K
Financial Planning:Investment management only
Areas of Practice
Investment Management
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Location

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

5 Advisors at this firm