Thomas Mitcham
Thomas Mitcham is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Pensacola, FL, with 17 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
125 W Romana St., Ste. 500, Pensacola, FL, 32502
Get directionsHistory
Regulatory History (3)
Regulatory
March 2025Customer Dispute
August 2016Employment Separation After Allegations
August 2008Other Business ActivitiesSells Insurance
Thomas owns Mitcham Guns, LLC since 2018 and ELBS Aviation LLC since 2023. He is also an independent insurance agent for various independent insurance agencies and an advisory representative of a RIA, CIRA, taking about half of his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations12 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.