Thomas Oliphint is a registered investment advisor at Captrust, based in San Antonio, TX, with 42 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
4372 N. Loop 1604W, Suite 116, San Antonio, TX, 78249
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
November 2016Customer Dispute
October 2005Customer Dispute
October 2002Other Business Activities
Thomas is the owner of Grand Purpose Advocate, a consulting business, since 1995. He also serves as President on the Board of Directors for Kinetic Kids, a sports organization, dedicating a few hours per week to this role.
Employment History
Current Registrations
Captrust
Previous Registrations
Covenant
Covenant
One Advocate Group
Independent Financial Partners
LPL Financial LLCBroker
LPL Financial LLC
One Advocate Group
MML Investors Services, INC.
MML Investors Services, INC.Broker
New England Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.