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Brent Pratt Thomas

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Information

Other Names: Brent Prett Thomas
Firm:
Type: RIA
Description

Brent Thomas is an executive and is a minority owner of Capital Performance Advisors LLP, a $1B RIA based in Walnut Creek, CA. Brent has held an industry securities registration for 15 years and is subject to SEC oversight.

Advisor Timeline

No timeline events available.
Experience
EmployerYearsDates
Capital Performance Advisors LLP 7 years, 3 months Jul 2007 - Present
Pensionone Advisors, Inc. 10 years, 3 months Jul 2004 - Present
CPA Mortgage, Inc 10 years, 5 months May 2004 - Present
Capital Performance Advisors, Inc. 3 years, 5 months Feb 2004 - Jul 2007
Thomas, Wirig, Doll & Company, CPAS, A Prof Corp 36 years, 3 months Aug 1978 - Present
Exams
No Exams

Answers and Guides

0 Answers and 0 Financial Guides

Top Answers

Brent Pratt Thomas has not answered any questions on Financial Q&A.

Top Guides

Brent Pratt Thomas has not contributed any Financial Guides.
*Answers and guides are provided without compensation.

Firm Client Types

Individuals
Pension and Profit Sharing Plans
High Net Worth Individuals
Charitable Organizations
Corporations or Other Businesses

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Licenses and Conduct

Regulator
License Status
Registered
Disclosures

No Disclosures Found

As of Date
09/10/2014
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.

Firm Compensation Arrangements

help text

Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees