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THOMPSON DAVIS ASSET MANAGEMENT
RICHMOND, VA
804-644-6380
SEC #801-67447Total AUM
$70.6M
Employees
13Clients
346Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
15 S. 5TH STREET
RICHMOND
VA 23219
United States
RICHMOND
VA 23219
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
804-644-6380
Other Offices
1
Financials
Total AUM
$70.6M
Accounts
343Discretionary
$70.6M
Accounts
343Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
86AUM
$16.4M
HNW Individual Clients
257AUM
$49.3M
Pooled Vehicle Clients
1AUM
$4M
Charitable Organization Clients
1AUM
$0
Corporation or Business Clients
1AUM
$826K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Violation FindingPending Regulatory Proceeding
State Registrations
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Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.