Thomas Caywood
Thomas Caywood is a registered investment advisor at Pave Investment Advisors, LLC., based in Allen, TX, with 24 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 93 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pave Investment Advisors charges a monthly account service fee of $10. Pave may also charge a fee to manage assets based on the asset value in the account, ranging from 0.12% to 1.00% per year, charged monthly or quarterly. Clients are responsible for brokerage commissions and custodial fees.
Location
825 Watters Creek Blvd, Bldg M, Suite 250, Allen, TX, 75013
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2009Customer Dispute
July 2007Other Business Activities
Thomas owns rental real estate through Beechwood Capital, LLC, dedicating minimal time. He is also a Managing Director at Pave Finance, Inc., which is not investment related.
Employment History
Current Registrations
Pave Securities, LLC
Pave Securities, LLCBroker
Pave Investment Advisors, LLC.
Previous Registrations
Foreside Fund Services, LLCBroker
Westwood Wealth Management
J.P. Morgan Securities LLCBroker
Jefferies Investment Advisers, LLC
Jefferies & Company, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Banc of America Securities LLC
Banc of America Securities LLCBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
State Registrations51 states
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.