CRD: 281347
Thrive Capital Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-13-2015
- Office Locations
- 4
Office Locations
About Thrive Capital Management, LLC
Thrive Capital Management, LLC is a Fort Washington, PA RIA serving retail and institutional clients with planning-led wealth management that integrates asset management with tax, estate, retirement-plan, and business succession guidance. Portfolios skew to ETF-based allocation and U.S. government/agency fixed income, with solutions that may include annuities and tax-advantaged real estate/DST strategies. Custodied primarily at Charles Schwab & Co.
Team overview
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Accredited Investors
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Client Personas
CRM
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTOPHER JOSEPH BAK
DIRECTOR OF INVESTMENT OPERATIONS, Financial Professional
- CRD
- #6278208
- Ownership
- Less than 5%
DAVID BEZAR
Financial Advisor, General Partner, MANAGING DIRECTOR
- CRD
- #2153836
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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MICHAEL LEWIS ABBOTT
Financial Advisor
- CRD
- #6575921
Christian Joseph Abraham
Advisor
- CRD
- #5927990
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $656,745,095 | $293,190 |
| Non-Discretionary | $0 | -- |
| Total | $656,745,095 | $293,190 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | 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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