Thompson Siegel & Walmsley LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Richmond, VA. Its latest Form ADV filing, dated April 1, 2026, reports $21.1B in regulatory assets under management, 63 employees, and 4,481 accounts.
Assets Under Management
$21.1B
Employees
63
Offices
--
Total Clients
302
Primary office
RICHMOND, VA
6641 WEST BROAD STREET, SUITE 600, RICHMOND, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 51.7% of total clients.
Top client categories% of clientsClients
1
Individuals
51.7%
156
2
HNWI
19.9%
60
3
Charitable
7.9%
24
4
Investment Cos.
4.6%
14
5
Pooled Investment Vehicles
4.6%
14
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$21.1Bas of April 1, 2026
Discretionary94.3%
$19.9B
94% of total RAUM94.3%
Non-discretionary5.7%
$1.2B
6% of total RAUM5.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$21.1B
Total Accounts4,481
10Y AUM Change+$1.2B (+5.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees63
Clients per Employee5:1
10Y Employee Change-10 (-13.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.