Firm profile

THURSTON ADVISORS

VERO BEACH, FLCRD 318422Latest ADV March 30, 2026

Thurston Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Vero Beach, FL. Its latest Form ADV filing, dated March 30, 2026, reports $481M in regulatory assets under management, 9 employees, 2 offices, and 9 accounts.

Assets Under Management
$481M
Employees
9
Offices
2 offices
Total Clients
9
Primary office
VERO BEACH, FL
4445 N A1A, SUITE 230, VERO BEACH, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCODaniel F. Davis

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
9

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$481Mas of March 30, 2026
Discretionary100.0%
$481M
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.

Total AUM$481M
Total Accounts9
10Y AUM Change+$165M (+52.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees9
Clients per Employee1:1
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.