CRD: 124034
Thompson Investment Advisors
$57.0M Total AUM
$57.0M Disc. AUM
-- 3Y CAGR
1 Employees
259 ADV. Clients
35 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Jefferson National Securities
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-12-1991
- Office Locations
- 1
Office Locations
1000 Cherokee Road Louisville KY
About Thompson Investment Advisors
Thompson Investment Advisors is a Louisville, KY registered investment adviser led by Brandon Michael Moody. The firm provides investment planning and portfolio guidance, including individual securities and charitable giving strategies, using tax-efficient guidelines. Its process blends fundamental and technical analysis, with client portfolios heavily ETF-oriented, and it custodies with Charles Schwab & Co.
Team overview
38 AVG AGE
$57.0M AVG AUM / ADVISOR
$220.1K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
35yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BRANDON MICHAEL MOODY
Chief Compliance Officer, President
- CRD
- #5354888
- 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 | $57,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $57,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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