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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-20-2019
- Office Locations
- 1
Office Locations
About Thayer Financial, L.l.c.
Thayer Financial is a fee-only, independent RIA in Hickory, NC providing ongoing financial planning, family office-style wealth management, and in-depth tax planning, with support for retirement and estate planning. The firm delivers fiduciary investment management grounded in Nobel prize-winning economic research, typically implemented with diversified public funds and ETFs. Custody includes Charles Schwab.
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Owner & Executives
KELLY SHOOK SMITH
Chief Compliance Officer, DIRECTOR OF OPERATIONS
- CRD
- --
- Ownership
- 50% but less than 75%
Robert Deaton Smith III
President, Wealth Advisor
- CRD
- #6600354
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Brittney Michelle Miller
--
- CRD
- #6058531
Showing 1 of 3 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,449,059 | $215,921 |
| Non-Discretionary | $0 | -- |
| Total | $106,449,059 | $215,921 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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