CRD: 334544
Thomas Investment Advisors LLC
$12.2M Total AUM
$12.2M Disc. AUM
-- 3Y CAGR
2 Employees
6 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-27-2025
- Office Locations
- 1
Office Locations
4930 Campus Drive Newport Beach CA
About Thomas Investment Advisors LLC
Thomas Investment Advisors LLC is a Newport Beach-based RIA. The firm has been operating for 1 years. Managing $12.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$12.2M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
1.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
Daniel Charles Thomas
Chief Compliance Officer, Managing Member
- CRD
- #8041188
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,239,205 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,239,205 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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