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- Custodian
- Betterment · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- CatalystAtlas peak +more
- Established Date
- 02-11-2016
- Office Locations
- 1
Office Locations
About Brian Thompson Financial
Brian Thompson Financial provides comprehensive financial and business planning for LGBTQ+ entrepreneurs running mission-driven businesses, serving clients in Chicago and nationwide. The firm emphasizes proactive planning, risk management, and portfolio construction—often implemented with ETF-based allocations—alongside tax, estate, and insurance planning and business succession support. Founder-led and affiliated with the XY Planning Network.
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Owner & Executives
Brian E. Thompson
Chief Compliance Officer, Managing Member
- CRD
- #6594522
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,065,695 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,065,695 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,065,695
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,617,992,493 | 25.6% |
| Equity - OTC | $2,294,262,793 | 36.3% |
| Cash | $2,408,027,889 | 38.1% |
| Total | $6,320,283,175 | 100.0% |