Edward Thompson
Edward Thompson is a registered investment advisor at Thompson Davis Asset Management, based in Richmond, VA, with 53 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 300 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TDAM manages investments for the Seven Hills Capital Partners, LP fund and charges a management fee of 2.0% per year, calculated monthly on the fund's net assets. TDAM also charges a performance fee of 20% of net profits, calculated quarterly, subject to loss carryforward provisions and a high-water mark. The minimum capital contribution for new investors is $200,000, but this may be waived or reduced at TDAM's discretion for certain individuals.
Location
9030 Stony Point Pkwy, Ste 100, Richmond, VA, 23235
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 1991Customer Dispute
September 1986Other Business Activities
Edward is a limited partner in Seven Hills Capital Partners LP since 2010, an investment partnership. While he has no duties in the partnership, his employer, Thompson Davis Asset Management, acts as the investment advisor to the partnership.
Employment History
Current Registrations
Thompson Davis Asset Management
Thompson Davis & CO., INC.Broker
Previous Registrations
RBC Dain Rauscher INC.Broker
Tucker Anthony IncorporatedBroker
Branch, Cabell & CO., INC.Broker
Branch Cabell & COBroker
State Registrations7 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.