$211.3M Total AUM
$211.3M Disc. AUM
-- 3Y CAGR
9 Employees
300 ADV. Clients
26 yrs Firm Age
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- Custodian
- RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-15-2000
- Office Locations
- 1
Office Locations
9030 Stony Point Pkwy, STE 100 Richmond VA
About Thompson Davis & Co., Inc.
Thompson Davis & Co., Inc. is a Richmond-based RIA. The firm has been operating for 26 years. Managing $211.3M in total assets under management, with 6 advisory representatives. They custody assets with RBC.
Team overview
49 AVG AGE
$35.2M AVG AUM / ADVISOR
$704.5K AVG AUM / CLIENT
15.4 yrs AVG TENURE
9 Employees
6 Advisory Reps
5 RIA Reps
26yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
CRM
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
WILLIAM DALE DAVIS JR
Chief Executive Officer, Portfolio Manager
- CRD
- #2056775
- Ownership
- 25% but less than 50%
Available
Available
Available
A
ADAM ROBERT THALHIMER
Director Of Research
- CRD
- #4472072
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 7 owners & executives
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Kevin Wade Gainey
Associate Research Analyst
- CRD
- #6736560
Available
Available
Available
DOROTHY Nikki HOY
Operations Associate
- CRD
- #6683860
Available
Available
Available
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $211,338,163 | $704,461 |
| Non-Discretionary | $0 | -- |
| Total | $211,338,163 | $704,461 |
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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 |
13F Holdings | Q1 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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