CRD: 318950
Thomas Everett Investments, LLC
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- Custodian
- Millennium Trust ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-22-2022
- Office Locations
- 1
Office Locations
About Thomas Everett Investments, LLC
Thomas Everett Investments, LLC is a Columbus, Ohio-based RIA providing full-service financial planning and a la carte portfolio management for individuals, businesses, and charitable organizations. The team also advises several large 401(k) plans and offers insurance solutions (life, disability, long-term care, group). Portfolios emphasize asset allocation and risk management, using public funds and ETFs, with custody via SEI.
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Client Personas
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Investment Themes
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Owner & Executives
Freddie Thomas Everett Jr
Chief Compliance Officer, Financial Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #6786399
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,269,621 | -- |
| Total | $4,269,621 | -- |
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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 |
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