Thompson Investment Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Madison, WI. Its latest Form ADV filing, dated March 27, 2026, reports $3.1B in regulatory assets under management, 17 employees, and 941 accounts.
Assets Under Management
$3.1B
Employees
17
Offices
--
Total Clients
485
Primary office
MADISON, WI
1255 FOURIER DRIVE, SUITE 200, MADISON, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.4% of total clients.
Top client categories% of clientsClients
1
Individuals
59.4%
288
2
HNWI
31.5%
153
3
Pension Plans
6.8%
33
4
Charitable
2.1%
10
5
Investment Cos.
0.2%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.1Bas of March 27, 2026
Discretionary100.0%
$3.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.1B
Total Accounts941
10Y AUM Change+$305M (+11.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee29:1
10Y Employee Change0 (0.0%)
* 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.