Thompson Davis Asset Management is an SEC registered investment adviser organized as a corporation with a primary office location in Richmond, VA. Its latest Form ADV filing, dated March 31, 2026, reports $211M in regulatory assets under management, 9 employees, and 300 accounts.
Assets Under Management
$211M
Employees
9
Offices
--
Total Clients
300
Primary office
RICHMOND, VA
9030 STONY POINT PKWY, STE 100, RICHMOND, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.7% of total clients.
Top client categories% of clientsClients
1
HNWI
68.7%
206
2
Individuals
29.3%
88
3
Corporations
1.7%
5
4
Pooled Investment Vehicles
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$211Mas of March 31, 2026
Discretionary100.0%
$211M
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$211M
Total Accounts300
10Y AUM Change$-9M (-3.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee33:1
10Y Employee Change-9 (-50.0%)
* 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.