Adam Thalhimer
Adam Thalhimer is a CFA-designated registered investment advisor at Thompson Davis Asset Management, based in Richmond, VA, with 24 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fee is 2.0% per year, paid monthly. In addition, a quarterly performance fee of 20% of net profits applies, subject to a high-water mark. Fees may be waived or reduced for employees, affiliates, and certain large or strategic investors.
Fee Estimator
Location
9030 Stony Point Pkwy, Ste 100, Richmond, VA, 23235
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Thompson Davis Asset Management
Thompson Davis & CO., INC.Broker
Previous Registrations
Bb&t Securities, LLCBroker
Scott & Stringfellow, LLCBroker
UBS Painewebber INC.Broker
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.
Exams
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